MFS Blended Research Core Equity FundMUSEX

MUTUAL FUNDMFS
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$1.6B
Expense ratio
0.40%
1-year return
+17.5%
3 years, a year
+19.2%
5 years, a year
+12.5%
Holdings
112

What it aims to do.

The funds investment objective is to seek capital appreciation.

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp8.77%
AAPL Apple Inc7.38%
MSFT Microsoft Corp4.74%
AMZN Amazon.com Inc4.21%
META Meta Platforms Inc2.68%
JNJ Johnson & Johnson2.55%
AVGO Broadcom Inc2.40%
GOOGL Alphabet Inc2.39%
LRCX Lam Research Corp2.01%
GOOG Alphabet Inc1.98%

More on MUSEX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.