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.
MFS Blended Research Core Equity Fund Class B MUSBX
- NAV / 1-Day Return 38.66 / +1.84 %
- Total Assets 1.4B
-
Adj. Expense Ratio
1.400%
- Expense Ratio 1.490%
- Distribution Fee Level Below Average
- Share Class Type Deferred Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Closed
- TTM Yield 0.00
- Turnover 47%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:11 AM GMT+0
Morningstar’s Analysis MUSBX
Will MUSBX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 9.17 | 160M | Technology |
Apple Inc | 7.71 | 135M | Technology |
Amazon.com Inc | 4.89 | 86M | Consumer Cyclical |
Microsoft Corp | 4.77 | 83M | Technology |
Broadcom Inc | 2.96 | 52M | Technology |
Alphabet Inc Class A | 2.92 | 51M | Communication Services |
Meta Platforms Inc Class A | 2.62 | 46M | Communication Services |
Alphabet Inc Class C | 2.40 | 42M | Communication Services |
Johnson & Johnson | 2.19 | 38M | Healthcare |
Mastercard Inc Class A | 1.90 | 33M | Financial Services |
United States