MFS Blended Research Core Equity Fund Class I
MUSEX
NASDAQ
| Weiss Ratings | MUSEX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MUSEX-NASDAQ | Click to Compare |
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| 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 | MUSEX-NASDAQ | Click to Compare |
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| Fund Name | MFS Blended Research Core Equity Fund Class I | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jan 14, 1994 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MUSEX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.75% | |||
| Dividend | MUSEX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.20% | |||
| Asset Allocation | MUSEX-NASDAQ | Click to Compare |
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| 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 | MUSEX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.83% | |||
| 30-Day Total Return | -2.91% | |||
| 60-Day Total Return | -4.19% | |||
| 90-Day Total Return | -2.59% | |||
| Year to Date Total Return | -2.26% | |||
| 1-Year Total Return | 23.94% | |||
| 2-Year Total Return | 25.85% | |||
| 3-Year Total Return | 70.66% | |||
| 5-Year Total Return | 80.12% | |||
| Price | MUSEX-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 | MUSEX-NASDAQ | Click to Compare |
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| Nav | $38.36 | |||
| 1-Month Low NAV | $36.87 | |||
| 1-Month High NAV | $39.81 | |||
| 52-Week Low NAV | $30.59 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $42.49 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | MUSEX-NASDAQ | Click to Compare |
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| Beta | 1.02 | |||
| Standard Deviation | 11.86 | |||
| Balance Sheet | MUSEX-NASDAQ | Click to Compare |
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| Total Assets | 1.68B | |||
| Operating Ratios | MUSEX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.40% | |||
| Turnover Ratio | 47.00% | |||
| Performance | MUSEX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 19.35% | |||
| Last Bear Market Total Return | -14.09% | |||