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MFS Blended Research Core Equity B MUSBX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 33.87  /  +0.74 %
  • Total Assets 1.3 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
  • Turnover 48%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MUSBX

Will MUSBX outperform in future?

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

A hybrid strategy that is unlikely to surprise.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

MFS Blended Research Core Equity combines distinct stock ratings from MFS’ quantitative and fundamental research teams. The mix can pay off at times, particularly when value is in favor, but over the long run it will likely struggle to differentiate itself from the index because of its tight portfolio constraints.

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Portfolio Holdings MUSBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.11 87.8 Mil
Technology

NVIDIA Corp

6.44 79.6 Mil
Technology

Apple Inc

5.44 67.2 Mil
Technology

Amazon.com Inc

4.29 53.0 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.32 41.0 Mil
Communication Services

Alphabet Inc Class A

2.60 32.1 Mil
Communication Services

Johnson & Johnson

1.94 24.0 Mil
Healthcare

Alphabet Inc Class C

1.90 23.4 Mil
Communication Services

Wells Fargo & Co

1.82 22.5 Mil
Financial Services

JPMorgan Chase & Co

1.81 22.3 Mil
Financial Services