Nasdaq - Delayed Quote USD

MFS Blended Research Core Equity R6 (MUEVX)

39.60 +0.43 (+1.10%)
At close: 8:00 PM EST

Top 10 Holdings (39.38% of Total Assets)

SymbolCompany% Assets
NVDA
NVIDIA Corporation 7.45%
MSFT
Microsoft Corporation 6.98%
AAPL
Apple Inc. 6.61%
AMZN
Amazon.com, Inc. 4.13%
META
Meta Platforms, Inc. 3.96%
GOOGL
Alphabet Inc. 2.35%
ABBV
AbbVie Inc. 2.11%
V
Visa Inc. 2.04%
JNJ
Johnson & Johnson 1.93%
CRM
Salesforce, Inc. 1.83%

Sector Weightings

Overall Portfolio Composition (%)

Cash 1.04%
Stocks 98.95%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average MUEVX Category Average
Price/Earnings 0.04 0.04
Price/Book 0.23 0.21
Price/Sales 0.47 0.4
Price/Cashflow 0.06 0.06
Median Market Cap 251,180.03 335,222.28
3 Year Earnings Growth 23.11 21.25

Bond Holdings

Average MUEVX Category Average
Maturity -- --
Duration -- 4.6
Credit Quality -- --

Performance & Risk

YTD Return 22.71%
5y Average Return 15.90%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family MFS
Net Assets 1.43B
YTD Return 22.40%
Yield 0.83%
Morningstar Rating
Inception Date Sep 02, 2008

Fund Summary

The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.

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