Morningstar

MFS Blended Research Core Equity Fund Class B MUSBX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $40.20  /  +0.40 %
  • Fund Size $1.5B
  • Adjusted Expense Ratio 1.400%
  • Net Expense Ratio 1.490%
  • Fee Level: Distribution Below Average
  • Share Class Type Deferred Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Closed
  • TTM Yield 0.00%
  • Turnover Ratio 47%
NAV and 1-Day Return as of

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
Rated on Published on

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Portfolio Holdings MUSBX

More MUSBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.65 142M
Technology

Apple Inc

7.61 112M
Technology

Microsoft Corp

5.09 75M
Technology

Amazon.com Inc

4.01 59M
Consumer Cyclical

Alphabet Inc Class A

3.59 53M
Communication Services

Broadcom Inc

2.61 38M
Technology

Johnson & Johnson

2.32 34M
Healthcare

Micron Technology Inc

2.21 33M
Technology

Alphabet Inc Class C

1.97 29M
Communication Services

Mastercard Inc Class A

1.92 28M
Financial Services

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