Mfs Blended Research Fund Quote

MUEVX Fund  USD 41.26  0.21  0.51%   

Performance

15 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Mfs Blended is trading at 41.26 as of the 30th of November 2024; that is 0.51% up since the beginning of the trading day. The fund's open price was 41.05. Mfs Blended has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Mfs Blended Research are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of the funds net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest in a company or other issuer. More on Mfs Blended Research

Moving against Mfs Mutual Fund

  0.66EMLMX Mfs Emerging MarketsPairCorr
  0.49MKVBX Mfs International LargePairCorr
  0.47MKVGX Mfs International LargePairCorr
  0.47MKVIX Mfs International LargePairCorr
  0.47MKVHX Mfs Series TrustPairCorr
  0.43DIFEX Mfs Diversified IncomePairCorr

Mfs Mutual Fund Highlights

Fund ConcentrationMFS Funds, Large Blend Funds, Large Blend, MFS, Large Blend, Large Blend (View all Sectors)
Update Date30th of September 2024
Mfs Blended Research [MUEVX] is traded in USA and was established 30th of November 2024. Mfs Blended is listed under MFS category by Fama And French industry classification. The fund is listed under Large Blend category and is part of MFS family. This fund now has accumulated 1.36 B in assets with no minimum investment requirementsMfs Blended Research is currently producing year-to-date (YTD) return of 27.54% with the current yeild of 0.01%, while the total return for the last 3 years was 11.89%.
Check Mfs Blended Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Blended Research Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Mfs Blended Research Mutual Fund Constituents

NVDANVIDIAStockInformation Technology
LLYEli Lilly andStockHealth Care
CCitigroupStockFinancials
PMPhilip Morris InternationalStockConsumer Staples
AAPLApple IncStockInformation Technology
VVisa Class AStockFinancials
CSCOCisco SystemsStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
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Mfs Blended Top Holders

MLFJXMfs Lifetime 2040Mutual FundTarget-Date 2040
MFFPXMfs Lifetime 2050Mutual FundTarget-Date 2050
LTMSXMfs Lifetime 2045Mutual FundTarget-Date 2045
MLFIXMfs Lifetime 2040Mutual FundTarget-Date 2040
LFIAXMfs Lifetime 2055Mutual FundTarget-Date 2055
LTMAXMfs Lifetime 2045Mutual FundTarget-Date 2045
MLFGXMfs Lifetime 2040Mutual FundTarget-Date 2040
MLFEXMfs Lifetime 2040Mutual FundTarget-Date 2040
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Mfs Blended Research Risk Profiles

Mfs Blended Against Markets

Other Information on Investing in Mfs Mutual Fund

Mfs Blended financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Blended security.
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