Morningstar

MFS Blended Research Core Equity Fund Class B MUSBX

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Morningstar’s Analysis MUSBX

Will MUSBX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MUSBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MUSBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MUSBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Increased conviction earns this hybrid strategy an upgrade.

Principal Jack Shannon

Jack Shannon

Principal

Summary

Increased conviction in the broad team supporting MFS Blended Research Core Equity earns this strategy an upgrade to its People rating. Given its tight tracking error and sector constraints, investors should expect indexlike returns here, though it should provide relatively consistent, large-blend Morningstar Category-beating performance.

by Jack Shannon
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