Mfs Blended Research Fund Quote

MUEVX Fund  USD 37.47  0.14  0.37%   

Performance

0 of 100

 
Weak
 
Strong
Very Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Mfs Blended is trading at 37.47 as of the 2nd of February 2025; that is 0.37% down since the beginning of the trading day. The fund's open price was 37.61. Mfs Blended has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of January 2025 and ending today, the 2nd of February 2025. 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

Mfs Mutual Fund Highlights

Fund ConcentrationMFS Funds, Large Blend Funds, Large Blend, MFS, Large Blend, Large Blend (View all Sectors)
Update Date31st of December 2024
Mfs Blended Research [MUEVX] is traded in USA and was established 2nd of February 2025. 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 3.94% with the current yeild of 0.01%, while the total return for the last 3 years was 14.85%.
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
PYPLPayPal HoldingsStockFinancials
MAMastercardStockFinancials
ADMArcher Daniels MidlandStockConsumer Staples
BACBank of AmericaStockFinancials
GOOGLAlphabet Inc Class AStockCommunication Services
UNPUnion PacificStockIndustrials
GSGoldman Sachs GroupStockFinancials
More Details

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
More Details

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.
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope