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 $590,329.32 in net assets. MUSBX expense ratio is 1.40%, holding 112 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1997-08-11.
MUSBX performance shows a YTD return of 10.80%. The 1-year return is 18.63% and the 5-year return is 12.45%. MUSBX dividend yield stands at 6.07%, paid annually.
MUSBX 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 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.