MFS Blended Research Core Equity Fund Class R1
MUERX
NASDAQ
| Weiss Ratings | MUERX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MUERX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Jonathan W. Sage (21), Matthew W. Krummell (18), John (Jed) E. Stocks (11), 2 others | |||
| Website | http://www.mfs.com | |||
| Fund Information | MUERX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 0.00% | |||
| Dividend | MUERX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.11% | |||
| Asset Allocation | MUERX-NASDAQ | Click to Compare |
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| Cash | 0.64% | |||
| Stock | 99.36% | |||
| U.S. Stock | 98.08% | |||
| Non-U.S. Stock | 1.28% | |||
| 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 |
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| 7-Day Total Return | -1.93% | |||
| 30-Day Total Return | -2.44% | |||
| 60-Day Total Return | -3.09% | |||
| 90-Day Total Return | -1.86% | |||
| Year to Date Total Return | 11.93% | |||
| 1-Year Total Return | 12.83% | |||
| 2-Year Total Return | 31.17% | |||
| 3-Year Total Return | 75.32% | |||
| 5-Year Total Return | 70.37% | |||
| Price | MUERX-NASDAQ | Click to Compare |
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| 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 |
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| Nav | $39.49 | |||
| 1-Month Low NAV | $39.33 | |||
| 1-Month High NAV | $41.07 | |||
| 52-Week Low NAV | $33.05 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $41.07 | |||
| 52-Week High Price (Date) | Oct 09, 2026 | |||
| Beta / Standard Deviation | MUERX-NASDAQ | Click to Compare |
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| Beta | 0.98 | |||
| Standard Deviation | 12.25 | |||
| Balance Sheet | MUERX-NASDAQ | Click to Compare |
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| Total Assets | 1.48B | |||
| Operating Ratios | MUERX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.40% | |||
| Turnover Ratio | 47.00% | |||
| Performance | MUERX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.79% | |||
| Last Bear Market Total Return | -14.30% | |||