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Nasdaq - Delayed Quote USD

MFS Blended Research Core Equity I (MUSEX)

32.83
+0.53
+(1.64%)
At close: 8:01:41 PM EDT
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  • Previous Close 32.30
  • YTD Return -4.36%
  • Expense Ratio 0.49%
  • Category Large Blend
  • Last Cap Gain 42.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.41B
  • Beta (5Y Monthly) 0.98
  • Yield 0.85%
  • 5y Average Return --
  • Holdings Turnover 44.00%
  • Last Dividend 0.32
  • Inception Date Aug 11, 1997

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

1997-08-11

Inception Date

More about MFS Blended Research Core Equity I

Performance Overview: MUSEX

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Trailing returns as of 4/10/2025. Category is Large Blend.

YTD Return

MUSEX
4.36%
Category
5.31%
 

1-Year Return

MUSEX
5.82%
Category
20.31%
 

3-Year Return

MUSEX
10.50%
Category
6.48%
 

5-Year Return

MUSEX
19.21%
Category
11.78%
 

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Holdings: MUSEX

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Sector Weightings

SectorMUSEX
Technology   30.44%
Financial Services   14.24%
Healthcare   11.74%
Communication Services   9.93%
Consumer Cyclical   9.80%
Industrials   7.49%
Consumer Defensive   5.74%
Energy   3.68%
Real Estate   3.05%
Utilities   2.55%
Basic Materials   1.32%
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Recent News: MUSEX

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Research Reports: MUSEX

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