MUSEX Mutual Fund
MUSEX Mutual Fund
MUSEX Mutual Fund
MFS Blended Research Core Equity Fund Class I
MUSEX Mutual Fund Overview
MUSEX Mutual Fund (MFS Blended Research Core Equity Fund Class I) is managed by MFS Investment Management with $575.0M in net assets. MUSEX expense ratio is 0.40%, holding 116 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1994-01-14.
MUSEX performance shows a YTD return of 14.63%. The 1-year return is 20.45% and the 5-year return is 13.50%. MUSEX dividend yield stands at 6.22%, paid annually.
MUSEX 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 MUSEX holdings, MUSEX sectors, or MUSEX dividends.
MUSEX can be compared against other funds. Use MUSEX overlap to find shared positions, or MUSEX vs another fund for a side-by-side view. MUSEX alternatives are available via the screener, along with tax-loss harvesting opportunities.