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.
MFS Blended Research Core Equity R6 MUEVX
- NAV / 1-Day Return 39.11 / +0.98 %
- Total Assets 1.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.410%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.83%
- Turnover 48%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis MUEVX
Will MUEVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 7.41 | 103.8 Mil | Technology |
Microsoft Corp | 6.85 | 95.9 Mil | Technology |
Apple Inc | 6.58 | 92.1 Mil | Technology |
Amazon.com Inc | 4.01 | 56.1 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 3.65 | 51.2 Mil | Communication Services |
Alphabet Inc Class A | 2.34 | 32.8 Mil | Communication Services |
AbbVie Inc | 2.12 | 29.7 Mil | Healthcare |
Johnson & Johnson | 2.00 | 28.0 Mil | Healthcare |
Visa Inc Class A | 1.83 | 25.7 Mil | Financial Services |
Salesforce Inc | 1.71 | 24.0 Mil | Technology |