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 26.40 / 0.19 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.490%
- Distribution Fee Level Low
- Share Class Type —
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Closed
- TTM Yield 0.00
- Turnover 43%
Morningstar’s Analysis MUSBX
Will MUSBX 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 Apr 30, 2023
- Equity Holdings 113
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 32.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector