MFS Blended Research Core Equity Fund Class R1
MUERX
NASDAQ
| Weiss Ratings | MUERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MUERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Jonathan W. Sage (20), Matthew W. Krummell (17), James C. Fallon (10), 3 others | |||
| Website | http://www.mfs.com | |||
| Fund Information | MUERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Blended Research Core Equity Fund Class R1 | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 02, 2008 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MUERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | MUERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.20% | |||
| Asset Allocation | MUERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.41% | |||
| Stock | 98.59% | |||
| U.S. Stock | 97.19% | |||
| Non-U.S. Stock | 1.40% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MUERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.80% | |||
| 30-Day Total Return | -2.99% | |||
| 60-Day Total Return | -4.36% | |||
| 90-Day Total Return | -2.85% | |||
| Year to Date Total Return | -2.55% | |||
| 1-Year Total Return | 22.67% | |||
| 2-Year Total Return | 23.34% | |||
| 3-Year Total Return | 65.61% | |||
| 5-Year Total Return | 71.34% | |||
| Price | MUERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MUERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $34.38 | |||
| 1-Month Low NAV | $33.05 | |||
| 1-Month High NAV | $35.71 | |||
| 52-Week Low NAV | $27.67 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $38.21 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | MUERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.02 | |||
| Standard Deviation | 11.86 | |||
| Balance Sheet | MUERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.68B | |||
| Operating Ratios | MUERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.40% | |||
| Turnover Ratio | 47.00% | |||
| Performance | MUERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 18.67% | |||
| Last Bear Market Total Return | -14.30% | |||