MUEAX Rating, Research - Mfs Blended Research Core Equity A

Mfs Blended Research Core Equity A (mueax)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 270

Threats + Weaknesses = 157

When strengths & opportunities substantially exceed threats & weaknesses an investment in the mueax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Mfs Blended Research Core Equity A (MUEAX) Description: MUEAX is a mutual fund, which is an investment that owns a basket of assets. The MUEAX mutual fund was provided by Mfs and this investment vehicle derives the majority of its value from equity holdings (stocks). Mfss mutual fund has a medium management tenure and is in the small fund size classification. MUEAXs minimum initial investment amount is $1000 while the IRA minimum is $250. MUEAXs expense ratio is roughly 1%. The latest MUEAXs front end load was 6% and the back end load was 0%. The Mfs Blended Research Core Equity A (MUEAX) mutual fund falls under the large-cap mixed category. MUEAX focuses its investments in USA and MUEAX is not affiliated with a particular industry or fund sector. The Mfs Blended Research Core Equity A (MUEAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MUEAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MUEAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide long-term capital growth. The fund normally invests at least 80% of assets in equities of large- and mid-capitalization U.S. companies. It invests primarily in a broad portfolio of common stocks (see stock research) of companies within the Russell 1000 Index that the adviser believes are undervalued and/or have strong momentum.


Management Analysis Update


Performance Analysis Update