Mfs Blended Research Fund Quote
| BRWVX Fund | USD 26.44 0.22 0.84% |
Performance16 of 100
| Odds Of DistressLess than 16
|
Mfs Blended is trading at 26.44 as of the 1st of December 2024; that is 0.84% up since the beginning of the trading day. The fund's open price was 26.22. Mfs Blended has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid 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 4th of June 2024 and ending today, the 1st of December 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. While the fund may invest the funds assets in securities of companies of any size, it primarily invests in securities of companies with large capitalizations. More on Mfs Blended Research
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Growth Funds, Large Growth, MFS, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
Mfs Blended Research [BRWVX] is traded in USA and was established 1st of December 2024. Mfs Blended is listed under MFS category by Fama And French industry classification. The fund is listed under Large Growth category and is part of MFS family. This fund currently has accumulated 197.11 M in assets under management (AUM) with no minimum investment requirementsMfs Blended Research is currently producing year-to-date (YTD) return of 34.1% with the current yeild of 0.01%, while the total return for the last 3 years was 10.38%.
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
| CSCO | Cisco Systems | Stock | Information Technology | |
| UNP | Union Pacific | Stock | Industrials | |
| LLY | Eli Lilly and | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| UPS | United Parcel Service | Stock | Industrials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology |
Mfs Blended Top Holders
| MLFJX | Mfs Lifetime 2040 | Mutual Fund | Target-Date 2040 | |
| MFFPX | Mfs Lifetime 2050 | Mutual Fund | Target-Date 2050 | |
| LTMSX | Mfs Lifetime 2045 | Mutual Fund | Target-Date 2045 | |
| MLFIX | Mfs Lifetime 2040 | Mutual Fund | Target-Date 2040 | |
| LFIAX | Mfs Lifetime 2055 | Mutual Fund | Target-Date 2055 | |
| MFJTX | Mfs Lifetime 2060 | Mutual Fund | Target-Date 2060+ | |
| LTMAX | Mfs Lifetime 2045 | Mutual Fund | Target-Date 2045 | |
| MFFIX | Mfs Lifetime 2050 | Mutual Fund | Target-Date 2050 |
Mfs Blended Research Risk Profiles
| Mean Deviation | 0.7124 | |||
| Semi Deviation | 1.01 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.11 |
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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