Mfs Blended Research Fund Quote
| MUETX Fund | USD 35.52 0.41 1.17% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Mfs Blended is trading at 35.52 as of the 22nd of December 2024; that is 1.17% up since the beginning of the trading day. The fund's open price was 35.11. Mfs Blended has about a 21 % 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 23rd of September 2024 and ending today, the 22nd 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. More on Mfs Blended Research
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Blend Funds, Large Blend, MFS, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
Mfs Blended Research [MUETX] is traded in USA and was established 22nd of December 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 28.62% with the current yeild of 0.01%, while the total return for the last 3 years was 12.12%.
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
| MRK | Merck Company | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| WMT | Walmart | Stock | Consumer Staples | |
| C | Citigroup | Stock | Financials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| AAPL | Apple Inc | Stock | Information Technology | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| INTC | Intel | Stock | Information Technology |
Mfs Blended Research Risk Profiles
| Mean Deviation | 0.6723 | |||
| Standard Deviation | 1.4 | |||
| Variance | 1.97 | |||
| Risk Adjusted Performance | (0.04) |
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.
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |