MUSEX Mutual Fund (MFS Blended Research Core Equity Fund Class I) is managed by MFS Investment Management with $559.4M in net assets. MUSEX expense ratio is 0.40%, holding 112 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1994-01-14.

MUSEX performance shows a YTD return of 11.43%. The 1-year return is 20.79% and the 5-year return is 13.09%. MUSEX dividend yield stands at 6.48%, paid annually.

MUSEX 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 MUSEX holdings, sector breakdown, or dividend history.

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