MUSBX Mutual Fund
MUSBX Mutual Fund
MUSBX Mutual Fund
MFS Blended Research Core Equity Fund Class B
MUSBX Mutual Fund Overview
MUSBX Mutual Fund (MFS Blended Research Core Equity Fund Class B) is managed by MFS Investment Management with $540,787.46 in net assets. MUSBX expense ratio is 1.40%, holding 116 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1997-08-11.
MUSBX performance shows a YTD return of 13.88%. The 1-year return is 19.24% and the 5-year return is 10.45%. MUSBX dividend yield stands at 6.07%, paid annually.
MUSBX 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 MUSBX holdings, MUSBX sectors, or MUSBX dividends.
MUSBX can be compared against other funds. Use MUSBX overlap to find shared positions, or MUSBX vs another fund for a side-by-side view. MUSBX alternatives are available via the screener, along with tax-loss harvesting opportunities.