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MFS Blended Research Core Equity B MUSBX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 26.40  /  0.19 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.490%
  • 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.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

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.

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Portfolio Holdings MUSBX

  • 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
7.40
75,712,858
Technology
6.90
70,582,638
Technology
2.55
26,063,921
Communication Services
2.48
25,394,740
Healthcare
2.45
25,123,323
Financial Services
2.44
24,959,488
Consumer Cyclical
2.32
23,755,093
Communication Services
2.09
21,369,071
Healthcare
1.96
20,023,755
Consumer Cyclical
1.76
18,021,316
Technology