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MFS Blended Research Core Equity B MUSBX

Analyst rating as of
NAV / 1-Day Return
26.41  /  3.08 %
Total Assets
986.3 Mil
Adj. Expense Ratio
1.490%
Expense Ratio
1.490%
Fee Level
Low
Longest Manager Tenure
17.23 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Closed
TTM Yield
0.00%
Turnover
57%

Morningstar’s Analysis

Will MUSBX outperform in future?

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

This hybrid strategy does not stand out.

Summary

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MFS Blended Research Core Equity fuses a quant model with analyst stock recommendations, but the resulting portfolio does not offer distinct advantages; it earns a Morningstar Analyst Rating of Neutral.

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