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MFS Blended Research Core Equity R4 (MUEUX) Fund Ranking and Research

Ranking, Research and Recommendation of MFS Blended Research Core Equity R4 (MUEUX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of MFS Blended Research Core Equity R4 Fund (MUEUX) ManagerFund Manager - James C. Fallon

Fund Manager Information

Fund Manager Tenure: 4.6 years
Similar Funds: MUEAX  MUECX  MUERX  MUESX  MUETX 
Fund Family: MFS
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)

 

Graph of MFS Blended Research Core Equity R4 Fund (MUEUX) ProfileMFS Blended Research Core Equity R4 Fund (MUEUX) Profile

Fund Profile and Description

MFS Blended Research Core Equity R4 Fund seeks capital appreciation. MFS Blended Research Core Equity R4 Fund normally invests at least 80% of net assets in equity securities. While it may invest in companies of any size, the fund generally focuses on companies with large capitalizations. It may invest in foreign securities. MFS Blended Research Core Equity R4 Fund may use derivatives for different purposes.

 

MFS Blended Research Core Equity R4 (MUEUX) Fund Strength What we like about MFS Blended Research Core Equity R4 (MUEUX) Fund

Data for MFS Blended Research Core Equity R4 Fund (MUEUX) as of May 30, 2016

  • MFS Blended Research Core Equity R4 Fund (MUEUX) management has been with MFS Blended Research Core Equity R4 Fund for 4.6 years
  • MFS Blended Research Core Equity R4 Fund (MUEUX) has good mid-term performance (3-year return 10.72% vs 9.43% Large Blend category median performance)
  • MFS Blended Research Core Equity R4 Fund (MUEUX) has good Long-term performance (5-year return 10.89% vs 10.15% Large Blend category median performance)
  • MFS Blended Research Core Equity R4 Fund (MUEUX) ratio of up-years vs down years is greater than 2
  • MFS Blended Research Core Equity R4 Fund (MUEUX) has a Morningstar rating of 4 and above
  • Asset base in MFS Blended Research Core Equity R4 Fund (MUEUX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • MFS Blended Research Core Equity R4 Fund (MUEUX) has an annual stock turnover rate of 49.00% vs Large Blend average of 53.12%. It is good that MFS Blended Research Core Equity R4 management does not trade extensively for its return.
  • MFS Blended Research Core Equity R4 Fund (MUEUX) has a lower expense ratio than its Large Blend average: 0.51% vs 1.02%
  • MFS Blended Research Core Equity R4 Fund (MUEUX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

MFS Blended Research Core Equity R4 Fund (MUEUX) Weakness What we are cautious about MFS Blended Research Core Equity R4 (MUEUX) Fund

Data for MFS Blended Research Core Equity R4 Fund (MUEUX) as of May 30, 2016

  • MFS Blended Research Core Equity R4 Fund (MUEUX) has a less-than-ideal short-term performance (1-year return -1.42% vs -1.15% Large Blend category median performance)
  • MFS Blended Research Core Equity R4 Fund (MUEUX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.72 that is higher than category average of 11.67
See MFS Blended Research Core Equity R4 Fund (MUEUX) performance details as of May 30, 2016

 

What do you think?

 

Compare MFS Blended Research Core Equity R4 Fund (MUEUX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
MFS Blended Research Core Equity R41.68-1.4210.7210.89
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare MFS Blended Research Core Equity R4 Fund (MUEUX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of MFS Blended Research Core Equity R4 Fund (MUEUX) Net Asset TrackingMFS Blended Research Core Equity R4 (MUEUX) Fund Net Asset

Track net asset change of MFS Blended Research Core Equity R4 fund (MUEUX)

DateNet Asset
05/2016$1.01B
03/2016$969.17M
02/2016$889.14M
More historic net asset information on MFS Blended Research Core Equity R4 Fund (MUEUX)

  

Graph of MFS Blended Research Core Equity R4 Fund (MUEUX) Portfolio TrackingMFS Blended Research Core Equity R4 (MUEUX) Fund Portfolio Allocation

Track portfolio allocation change of MFS Blended Research Core Equity R4 fund (MUEUX)

DateCashStockBondOther
04/20161.27%98.73%0%0%
02/20160.62%99.38%0%0%
01/20160.69%99.31%0%0%
Click here to see more historic asset allocation information on MFS Blended Research Core Equity R4 Fund (MUEUX)

 

graph of MFS Blended Research Core Equity R4 Fund (MUEUX) Top 10 Position TrackingTop 10 Holdings in MFS Blended Research Core Equity R4 (MUEUX) Fund

Discover what MFS Blended Research Core Equity R4 Fund (MUEUX) manager is buying

Apr 29, 2016
Amazon.com, Inc. [2.75%]
JP Morgan Chase & Co. Common St [2.7%]
Apple Inc. [2.64%]
Verizon Communications Inc. Com [2.34%]
Cisco Systems, Inc. [2.12%]
Merck & Company, Inc. Common St [2.12%]
Johnson & Johnson Common Stock [2.04%]
Alphabet Inc. [2.01%]
Philip Morris International Inc [1.91%]
CVS Health Corporation Common S [1.85%]

Feb 28, 2016
JP Morgan Chase & Co. Common St [2.56%]
Apple Inc. [2.53%]
Amazon.com, Inc. [2.37%]
Alphabet Inc. [2.17%]
Cisco Systems, Inc. [2.15%]
Merck & Company, Inc. Common St [2.03%]
Philip Morris International Inc [1.94%]
Verizon Communications Inc. Com [1.94%]
Bristol-Myers Squibb Company Co [1.9%]
CVS Health Corporation Common S [1.9%]

Jan 30, 2016
JP Morgan Chase & Co. Common St [2.69%]
Apple Inc. [2.53%]
Amazon.com, Inc. [2.51%]
Alphabet Inc. [2.29%]
Merck & Company, Inc. Common St [2.04%]
Cisco Systems, Inc. [1.94%]
Verizon Communications Inc. Com [1.92%]
Bristol-Myers Squibb Company Co [1.91%]
Philip Morris International Inc [1.91%]
Wells Fargo & Company Common St [1.89%]
Click here for Stock Holding Change Map in MFS Blended Research Core Equity R4 Fund (MUEUX)

  

Latest News on MFS Blended Research Core Equity R4 (MUEUX) Fund

See what is happening with MFS Blended Research Core Equity R4 Fund (MUEUX)

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MFS Blended Research Core Equity R4 Fund (MUEUX) Related ResourcesSee more information on MFS Blended Research Core Equity R4 (MUEUX) Fund

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