Nasdaq - Delayed Quote USD

MFS Blended Research Core Equity R6 (MUEVX)

39.84 +0.03 (+0.08%)
At close: 8:05 AM EDT
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DELL
  • Previous Close 39.81
  • YTD Return 22.40%
  • Expense Ratio 0.41%
  • Category Large Blend
  • Last Cap Gain 33.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.43B
  • Beta (5Y Monthly) 0.97
  • Yield 0.83%
  • 5y Average Return --
  • Holdings Turnover 48.00%
  • Last Dividend 0.33
  • Inception Date Sep 2, 2008

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.

MFS

Fund Family

Large Blend

Fund Category

1.43B

Net Assets

2008-09-02

Inception Date

Performance Overview: MUEVX

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Trailing returns as of 10/22/2024. Category is Large Blend.

YTD Return

MUEVX
22.40%
Category
5.31%
?

1-Year Return

MUEVX
37.05%
Category
20.31%
?

3-Year Return

MUEVX
13.41%
Category
6.48%
?

5-Year Return

MUEVX
16.72%
Category
11.78%
?

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Holdings: MUEVX

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Top 10 Holdings (38.52% of Total Assets)

SymbolCompany% Assets
NVDA
NVIDIA Corporation 7.41%
MSFT
Microsoft Corporation 6.85%
AAPL
Apple Inc. 6.58%
AMZN
Amazon.com, Inc. 4.01%
META
Meta Platforms, Inc. 3.65%
GOOGL
Alphabet Inc. 2.34%
ABBV
AbbVie Inc. 2.12%
JNJ
Johnson & Johnson 2.00%
V
Visa Inc. 1.83%
CRM
Salesforce, Inc. 1.71%

Sector Weightings

Recent News: MUEVX

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Research Reports: MUEVX

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