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MFS Blended Research Core Equity I MUSEX

Analyst rating as of
NAV / 1-Day Return
27.74  /  0.95 %
Total Assets
998.3 Mil
Adj. Expense Ratio
0.490%
Expense Ratio
0.490%
Fee Level
Low
Longest Manager Tenure
17.26 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
1.04%
Turnover
57%

Morningstar’s Analysis

Will MUSEX 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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