MFS Blended Research Core Equity Fund Class R2

 (MUTF:MUESX)   Watch this mutual fund  
Find more results for MUTF:MUESX

Performance

Trailing returns

1 day   +0.50%
   
1 week   +1.89%
   
4 week   +2.02%
   
3 month   +3.76%
   
YTD   +6.87%
   
1 year   +13.14%
   
3 years*   +8.85%
   
5 years*   +12.40%
   
*annualized
Best 3 month return+25.19%  
Worst 3 month return-21.21%  

Morningstar statistics

Morningstar category: Large Blend
  Return Risk Rating
3 years Average Below Average
5 years Average Average
10 years Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.17B 
Front load-  
Deferred load-  
Expense ratio0.99%  
Management fee-  
Fund familyMFS 

Asset allocation

Cash0.93%  
Stocks99.07%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$0  
24.22-0.06(-0.25%)
Apr 25, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.
Fund filings (PDF) »
Asset managers:
Jonathan Sage (Started: Mar 31, 2005)
James Fallon (Started: Sep 15, 2015)
John Stocks (Started: Sep 15, 2015)
Matthew Krummell (Started: Jun 1, 2008)
Advisor Company:
Massachusetts Financial Services Co
Fund family reports on Morningstar »
MFS, 111 Huntington Avenue, Boston, MA 02199, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.84 -1.82 -1.26 -0.51
Beta* 0.92 0.97 1.01 1.00
Mean annual return 1.09 0.69 0.99 0.66
R-squared* 93.78 97.26 97.17 98.67
Standard deviation 5.96 10.20 10.45 15.46
Sharpe ratio 2.13 0.79 1.13 0.48
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 2.74%  
Amazon.com Inc (AMZN) 2.72%  
Bank of America Corporation (BAC) 2.67%  
Cisco Systems Inc (CSCO) 2.31%  
Facebook Inc A (FB) 2.09%  
Procter & Gamble Co (PG) 2.09%  
Citigroup Inc (C) 2.03%  
Philip Morris International Inc (PM) 1.97%  
Eli Lilly and Co (LLY) 1.87%  
Celgene Corp (CELG) 1.84%