MUESX Mutual Fund
MUESX Mutual Fund
MUESX Mutual Fund
MFS Blended Research Core Equity Fund Class R2
MUESX Mutual Fund Overview
MUESX Mutual Fund (MFS Blended Research Core Equity Fund Class R2) is managed by MFS Investment Management with $42.8M in net assets. MUESX expense ratio is 0.90%, holding 112 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2008-09-02.
MUESX performance shows a YTD return of 11.10%. The 1-year return is 19.22% and the 5-year return is 13.02%. MUESX dividend yield stands at 6.64%, paid annually.
MUESX top holdings include Nvidia Corp (8.8%), Apple, Inc (7.8%), Microsoft Corp (4.2%), Amazon.Com Inc (4.0%), Alphabet Inc,class A (2.6%). Go to all MUESX holdings, MUESX sectors, or MUESX dividends.
MUESX can be compared against other funds. Use MUESX overlap to find shared positions, or MUESX vs another fund for a side-by-side view. MUESX alternatives are available via the screener, along with tax-loss harvesting opportunities.