MUSBX Mutual Fund (MFS Blended Research Core Equity Fund Class B) is managed by MFS Investment Management with $629,465.93 in net assets. MUSBX expense ratio is 1.40%, holding 112 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1997-08-11.

MUSBX performance shows a YTD return of 9.58%. The 1-year return is 19.58% and the 5-year return is 10.73%. MUSBX dividend yield stands at 6.31%, paid annually.

MUSBX 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 MUSBX holdings, sector breakdown, or dividend history.

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