Mutual Funds - Profile

MFS Blended Research Core Equity Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in large-size companies in the United States.

The investment process is designed to highlight companies that exhibit above average earnings growth potential. The process also focuses on undervalued companies that are trading at a discount to their intrinsic value.

The research team combines fundamental and quantitative analysis to identify potential investments. The team uses fundamental analysis to assign a proprietary fundamental rating for an issuer.

In addition, the team also uses quantitative analysis to determine a quantitative rating for an issuer. The research process combines the proprietary More

Price

  • Last Close
  • $30.92
    -1.94
  • 52 Week HL
  • $33.65 - $25.83
  • Net Assets
  • $1100 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 25, 2021

Company Holding
Microsoft Corporation
Apple Inc
Amazon Com
Alphabet Inc
Alphabet Inc
Company Holding
Johnson & Johnson
Bank Of
Facebook Inc
Intel Corporation
Goldman Sachs
Total 0%

Manager

  • Name
  • Matthew Krummell
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-7.9 % YTD

  • 3 Year
  • 10.19%
  • 5 Year
  • 24.3%
  • Best
  • 35.98%
    2013
  • Worst
  • -36.34%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
MUSEX -4%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -2.3% 8.6% -20% 12.4% -1.8% 6% 0.5% 1.7% 1.5% 10.4% -
Q2 - 8.1% 19.8% 1.7% 5% 2.5% 1% 1% 4% 3.4% -
Q3 - 5.7% 7.7% 1% 7.4% 4.1% 3.9% -7.7% 1.8% 5.5% -
Q4 - -6.2% 4.2% 4.2% -15.4% 6.2% 2.8% 6.5% 4.4% 13% -

Returns +
M

J F M A M J J A S O N D
2022 -6.4% - - - - - - - - - - -
2021 -0.3% 3.1% 5.6% 5.3% 0.5% 2.1% 2.1% 3.2% 0.3% 0.8% -1.2% -9.8%

Annual
Return

Index Comparison

Alpha

NAV