Mfs Blended Research Core Equity Fund Class I: (MF: MUSEX)
(NASDAQ Mutual Funds) As of May 17, 2024 08:00 PM ET
$36.46 USD
-0.01 (-0.03%)
Fund Description
The fund was incepted in August 1997 and is managed by Massachusetts Financial Services Company. The fund seeks long-term growth of capital. The fund invests, under normal market conditions, at least 80% of its net assets in common stocks and related securities of companies that have a unionized workforce and meet certain labor sensitivity guidelines (union sensitive companies), or do not have a unionized workforce but meet certain labor sensitivity guidelines and do not directly compete with companies with a unionized workforce (labor-sensitive companies). The fund focuses on companies, which it believes possess opportunities for long-term growth with emphasis on progressive, well-managed companies. The fund's investments may include securities listed on a securities exchange or traded in the over-the-counter markets. The fund may invest in foreign securities, and may have exposure to foreign currencies through its investment in these securities. The fund offers dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| MFS Blended Research Core Equity I | MUSEX | NA | NA | 0.00 | 0.00 | 0.40 | 0.49 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| MFS Union Standard Equity Fund C | MUECX | 32.57 | 1/14/1994 | 0.00 | 27.18 | 8.57 | 12.85 |
| MFS Union Standard Equity Fund B | MUSBX | 33.34 | 1/14/1994 | 0.00 | 27.20 | 8.56 | 12.85 |
| MFS Union Standard Equity Fund A | MUEAX | 35.20 | 1/14/1994 | 0.00 | 28.18 | 9.38 | 13.70 |
| MFS Union Standard Equity Fund I | MUSEX | 36.46 | 1/14/1994 | 0.00 | 28.46 | 9.65 | 13.98 |
| MFS Blended Research Core Equity R1 | MUERX | 32.84 | 9/2/2008 | 0.00 | 27.16 | 8.56 | 12.80 |
| MFS Blended Research Core Equity R2 | MUESX | 32.91 | 9/2/2008 | 0.00 | 27.84 | 9.11 | 13.41 |
| MFS Blended Research Core Equity R3 | MUETX | 35.06 | 9/2/2008 | 0.00 | 28.18 | 9.39 | 13.69 |
| MFS Blended Research Core Equity R4 | MUEUX | 35.45 | 9/2/2008 | 0.00 | 28.47 | 9.65 | 13.97 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| MFS Blended Research Core Equity I | MUSEX | 0 | 0 | 0 | A |
Contact Information
| Family | MFS |
| Address | 500 Boylston St Boston, MA 02116 |
| Phone | 800 225-2606 |