MUETX Mutual Fund
MUETX Mutual Fund
MFS Blended Research Core Equity Fund Class R3
MUETX Mutual Fund Overview
MUETX Mutual Fund (MFS Blended Research Core Equity Fund Class R3) is managed by MFS Investment Management with $38.7M in net assets. MUETX expense ratio is 0.65%, holding 112 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2008-09-02.
MUETX performance shows a YTD return of 11.27%. The 1-year return is 20.49% and the 5-year return is 12.81%. MUETX dividend yield stands at 6.44%, paid annually.
MUETX 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 MUETX holdings, sector breakdown, or dividend history.
MUETX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MUETX alternatives are available via the screener, along with tax-loss harvesting opportunities.