MFS Blended Research Core Equity Fund Class R2
MUESX
NASDAQ
| Weiss Ratings | MUESX-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 | MUESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Jonathan W. Sage (21), Matthew W. Krummell (18), John (Jed) E. Stocks (10), 2 others | |||
| Website | http://www.mfs.com | |||
| Fund Information | MUESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Blended Research Core Equity Fund Class R2 | |||
| 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 | MUESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.30% | |||
| Dividend | MUESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.09% | |||
| Asset Allocation | MUESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.54% | |||
| Stock | 99.47% | |||
| U.S. Stock | 98.00% | |||
| Non-U.S. Stock | 1.47% | |||
| 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 | MUESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.04% | |||
| 30-Day Total Return | 0.00% | |||
| 60-Day Total Return | 3.75% | |||
| 90-Day Total Return | 4.71% | |||
| Year to Date Total Return | 14.80% | |||
| 1-Year Total Return | 16.86% | |||
| 2-Year Total Return | 36.20% | |||
| 3-Year Total Return | 78.56% | |||
| 5-Year Total Return | 88.09% | |||
| Price | MUESX-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 | MUESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $40.64 | |||
| 1-Month Low NAV | $40.15 | |||
| 1-Month High NAV | $41.09 | |||
| 52-Week Low NAV | $33.21 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $41.20 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | MUESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.97 | |||
| Standard Deviation | 12.77 | |||
| Balance Sheet | MUESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.50B | |||
| Operating Ratios | MUESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.90% | |||
| Turnover Ratio | 47.00% | |||
| Performance | MUESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 24.30% | |||
| Last Bear Market Total Return | -14.21% | |||