Nasdaq - Delayed Quote USD

MFS Blended Research Core Equity R2 (MUESX)

32.70
-0.02
(-0.06%)
As of 8:06:47 AM EDT. Market Open.
Loading Chart for MUESX
  • Previous Close 32.72
  • YTD Return -5.71%
  • Expense Ratio 0.99%
  • Category Large Blend
  • Last Cap Gain 42.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.41B
  • Beta (5Y Monthly) 0.99
  • Yield 0.42%
  • 5y Average Return --
  • Holdings Turnover 44.00%
  • Last Dividend 0.15
  • Inception Date Jan 14, 1994

The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.

MFS

Fund Family

Large Blend

Fund Category

1.41B

Net Assets

1994-01-14

Inception Date

Performance Overview: MUESX

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Trailing returns as of 5/22/2025. Category is Large Blend.

YTD Return

MUESX
5.71%
Category
5.31%
 

1-Year Return

MUESX
8.72%
Category
20.31%
 

3-Year Return

MUESX
12.44%
Category
6.48%
 

5-Year Return

MUESX
15.49%
Category
11.78%
 

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Holdings: MUESX

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Sector Weightings

SectorMUESX
Technology   29.76%
Healthcare   11.51%
Industrials   7.35%
Energy   3.93%
Utilities   3.38%
Real Estate   2.97%

Recent News: MUESX

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Research Reports: MUESX

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