MUERX Mutual Fund
MUERX Mutual Fund
MUERX Mutual Fund
MFS Blended Research Core Equity Fund Class R1
MUERX Mutual Fund Overview
MUERX Mutual Fund (MFS Blended Research Core Equity Fund Class R1) is managed by MFS Investment Management with $1.6M in net assets. MUERX expense ratio is 1.40%, holding 116 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2008-09-02.
MUERX performance shows a YTD return of 13.87%. The 1-year return is 19.26% and the 5-year return is 12.38%. MUERX dividend yield stands at 6.18%, paid annually.
MUERX top holdings include Nvidia Corp (8.7%), Apple, Inc (8.3%), Microsoft Corp (5.1%), Amazon.Com Inc (4.5%), Alphabet Inc,class A (2.7%). Go to all MUERX holdings, MUERX sectors, or MUERX dividends.
MUERX can be compared against other funds. Use MUERX overlap to find shared positions, or MUERX vs another fund for a side-by-side view. MUERX alternatives are available via the screener, along with tax-loss harvesting opportunities.