MUERX Mutual Fund (MFS Blended Research Core Equity Fund Class R1) is managed by MFS Investment Management with $1.5M in net assets. MUERX expense ratio is 1.40%, holding 112 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2008-09-02.

MUERX performance shows a YTD return of 9.55%. The 1-year return is 19.56% and the 5-year return is 11.92%. MUERX dividend yield stands at 6.42%, paid annually.

MUERX 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 MUERX holdings, sector breakdown, or dividend history.

MUERX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MUERX alternatives are available via the screener, along with tax-loss harvesting opportunities.