MUEAX Mutual Fund
MUEAX Mutual Fund
MFS Blended Research Core Equity Fund Class A
MUEAX Mutual Fund Overview
MUEAX Mutual Fund (MFS Blended Research Core Equity Fund Class A) is managed by MFS Investment Management with $389.7M in net assets. MUEAX expense ratio is 0.65%, holding 112 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1997-08-07.
MUEAX performance shows a YTD return of 9.97%. The 1-year return is 20.48% and the 5-year return is 12.79%. MUEAX dividend yield stands at 6.41%, paid annually.
MUEAX top holdings include Nvidia Corp. (8.8%), Apple, Inc (7.4%), Microsoft Corp 4.100 Feb 06 37 (4.7%), Amazon.Com Inc (4.2%), Meta Platforms, Inc. (2.7%). View all MUEAX holdings, sector breakdown, or dividend history.
MUEAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MUEAX alternatives are available via the screener, along with tax-loss harvesting opportunities.