We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Grab These 3 MFS Mutual Funds for Scintillating Returns
Read MoreHide Full Article
Founded in 1924, MFS (Massachusetts Financial Services) had $605.9 billion in assets under management as of Dec 31, 2024. The company deals in more than 80 portfolios, which invest in domestic and global stocks along with fixed-income debt securities. It focuses on providing a wide variety of financial products and services to fulfill the needs of investors as well as 10,000 investment professionals.
MFS is headquartered in Boston, MA, and has investment offices in Hong Kong, Sao Paulo, Singapore, Mexico City, Toronto, London, Sydney, Luxembourg and Tokyo. The company has a dedicated staff of more than 2000 worldwide, catering to clients' needs. Its investment approach includes integrated study, international cooperation and expertise in risk management.
MFS Blended Research Core Equity invests most of its net assets in equity securities. MUSEX advisors generally invest in securities that represent an ownership interest.
MFS Blended Research Core Equity has three-year annualized returns of 13.5%. As of September 2024, MUSEX held 109 issues, with 7.4% of its net assets invested in NVIDIA.
MFS Blended Research Mid Cap Equity invests most of its net assets in equity securities of domestic and foreign companies or issues with medium-market capitalization. BMSFX advisors generally invest in common stocks, real estate investment trusts and other securities that represent an ownership interest.
MFS Blended Research Mid Cap Equity has three-year annualized returns of 11%. BMSFX has an expense ratio of 0.84%.
MFS Blended Research Value Equity invests most of its net assets in equity securities that include common stocks, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. BRUHX advisors primarily invest in stocks of companies with large capitalizations.
MFS Blended Research Value Equity has three-year annualized returns of 9.8%. Matthew W. Krummell has been one of the fund managers of BRUHX since September 2015.
Image: Bigstock
Grab These 3 MFS Mutual Funds for Scintillating Returns
Founded in 1924, MFS (Massachusetts Financial Services) had $605.9 billion in assets under management as of Dec 31, 2024. The company deals in more than 80 portfolios, which invest in domestic and global stocks along with fixed-income debt securities. It focuses on providing a wide variety of financial products and services to fulfill the needs of investors as well as 10,000 investment professionals.
MFS is headquartered in Boston, MA, and has investment offices in Hong Kong, Sao Paulo, Singapore, Mexico City, Toronto, London, Sydney, Luxembourg and Tokyo. The company has a dedicated staff of more than 2000 worldwide, catering to clients' needs. Its investment approach includes integrated study, international cooperation and expertise in risk management.
Below, we share with you three top-ranked MFS mutual funds — MFS Blended Research Core Equity (MUSEX - Free Report) , MFS Blended Research Mid Cap Equity (BMSFX - Free Report) and MFS Blended Research Value Equity (BRUHX - Free Report) . Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of MFS mutual funds.
MFS Blended Research Core Equity invests most of its net assets in equity securities. MUSEX advisors generally invest in securities that represent an ownership interest.
MFS Blended Research Core Equity has three-year annualized returns of 13.5%. As of September 2024, MUSEX held 109 issues, with 7.4% of its net assets invested in NVIDIA.
MFS Blended Research Mid Cap Equity invests most of its net assets in equity securities of domestic and foreign companies or issues with medium-market capitalization. BMSFX advisors generally invest in common stocks, real estate investment trusts and other securities that represent an ownership interest.
MFS Blended Research Mid Cap Equity has three-year annualized returns of 11%. BMSFX has an expense ratio of 0.84%.
MFS Blended Research Value Equity invests most of its net assets in equity securities that include common stocks, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. BRUHX advisors primarily invest in stocks of companies with large capitalizations.
MFS Blended Research Value Equity has three-year annualized returns of 9.8%. Matthew W. Krummell has been one of the fund managers of BRUHX since September 2015.
To view the Zacks Rank and the past performance of all MFS mutual funds, investors can click here to see the complete list of MFS mutual funds.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>