MFS Blended Research Core Equity Fund Class B
MUSBX
NASDAQ
| Weiss Ratings | MUSBX-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 | MUSBX-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 (9), 1 other | |||
| Website | http://www.mfs.com | |||
| Fund Information | MUSBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Blended Research Core Equity Fund Class B | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Aug 11, 1997 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.04 | |||
| Dividends and Shares | MUSBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | MUSBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.40% | |||
| Asset Allocation | MUSBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.48% | |||
| Stock | 99.52% | |||
| U.S. Stock | 98.43% | |||
| Non-U.S. Stock | 1.09% | |||
| 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 | MUSBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.49% | |||
| 30-Day Total Return | 1.42% | |||
| 60-Day Total Return | 7.00% | |||
| 90-Day Total Return | 9.99% | |||
| Year to Date Total Return | 8.44% | |||
| 1-Year Total Return | 13.67% | |||
| 2-Year Total Return | 47.22% | |||
| 3-Year Total Return | 58.81% | |||
| 5-Year Total Return | 98.84% | |||
| Price | MUSBX-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 | MUSBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $36.22 | |||
| 1-Month Low NAV | $35.34 | |||
| 1-Month High NAV | $36.77 | |||
| 52-Week Low NAV | $28.13 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $38.33 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | MUSBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.01 | |||
| Standard Deviation | 15.41 | |||
| Balance Sheet | MUSBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.55B | |||
| Operating Ratios | MUSBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.49% | |||
| Turnover Ratio | 44.00% | |||
| Performance | MUSBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 18.67% | |||
| Last Bear Market Total Return | -14.29% | |||