MUESX Mutual Fund (MFS Blended Research Core Equity Fund Class R2) is managed by MFS Investment Management with $41.6M in net assets. MUESX expense ratio is 0.90%, holding 112 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2008-09-02.

MUESX performance shows a YTD return of 9.86%. The 1-year return is 20.20% and the 5-year return is 12.49%. MUESX dividend yield stands at 6.71%, paid annually.

MUESX 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 MUESX holdings, sector breakdown, or dividend history.

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