MUETX Mutual Fund
MUETX Mutual Fund
MUETX Mutual Fund
MFS Blended Research Core Equity Fund Class R3
MUETX Mutual Fund Overview
MUETX Mutual Fund (MFS Blended Research Core Equity Fund Class R3) is managed by MFS Investment Management with $40.1M in net assets. MUETX expense ratio is 0.65%, holding 112 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2008-09-02.
MUETX performance shows a YTD return of 11.27%. The 1-year return is 19.52% and the 5-year return is 12.61%. MUETX dividend yield stands at 6.36%, paid annually.
MUETX top holdings include Nvidia Corp. (8.8%), Apple, Inc (7.4%), Microsoft Corp (4.7%), Amazon.Com Inc (4.2%), Meta Platforms, Inc. (2.7%). Go to all MUETX holdings, MUETX sectors, or MUETX dividends.
MUETX can be compared against other funds. Use MUETX overlap to find shared positions, or MUETX vs another fund for a side-by-side view. MUETX alternatives are available via the screener, along with tax-loss harvesting opportunities.