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MFS Blended Research Core Equity B MUSBX Fund Analysis

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Morningstar’s Analysis MUSBX

Will MUSBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A hybrid strategy that is unlikely to surprise.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst


MFS Blended Research Core Equity combines distinct stock ratings from MFS’ quantitative and fundamental research teams. The mix can pay off at times, particularly when value is in favor, but over the long run it will likely struggle to differentiate itself from the index because of its tight portfolio constraints.

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