MFS Blended Research Core Equity combines a quantitative stock ranking model with stock recommendations from the firm’s skilled research team, but tight portfolio constraints and mixed results from the quant model earn it a Neutral Morningstar Analyst Rating.
- NAV / 1-Day Return 30.63 / 0.20 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
0.740%
- Expense Ratio 0.740%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment —
- Status Open
- TTM Yield 0.87%
- Turnover 48%
Morningstar’s Analysis MUETX
Will MUETX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 103
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 35.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector