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MFS® Blended Research® Core Equity Fund


Fact Sheet

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Symbol: MUEAX   CUSIP:  55273W400   Newspaper Abbreviation: UStdA   Fund number: 84  
Daily NAV:  $21.30  (as of 4/23/14)
    Characteristics Fund Profile Performance Portfolio Management Dividends and Capital Gains Price History Fund Reports/Prospectus Insightful Investing

Holdings-based Characteristics

View Performance-based Characteristics
Portfolio characteristic data are based on unaudited net assets.

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Portfolio - Equity Level Data
(on 3/31/14)
Weighted Average Price/Earnings (next 12 months) 14.02x
Weighted Average Price/Cash Flow 10.28x
Weighted Average Price/Sales 1.28x
Weighted Average Price/Book 2.39x
Weighted Average IBES Long Term EPS Growth 11.14%
Weighted Average Market Cap $116.3b
Weighted Median Market Cap $59.5b
# of Stock Holdings 90
% in Stocks 98.65%
% in Cash & Other 1 1.35%
% in Top Ten 22.61%

Sector Weights
(on 3/31/14)
% Assets 
Technology 17.40%
Financial Services 15.55%
Health Care 13.52%
Energy 9.68%
Consumer Staples 7.42%
Retailing 7.38%
Utilities & Communications 6.52%
Industrial Goods & Services 5.92%
Leisure 4.85%
Basic Materials 3.36%
Special Products & Services 2.68%
Autos & Housing 2.28%
Transportation 2.10%
Cash & Other1 1.35%

(on 3/31/14)
Country % Assets 
North America   98.65%
  United States 98.65%
Cash & Other1   1.35%
  Cash & Other 1.35%

Weighted Average IBES Long Term EPS Growth sourced from: Thomson Reuters.


Equity Portfolio Characteristics displayed prior to 1/31/10 reflects its market value, and is not based on equivalent exposure, which may differ.


Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.


1 Cash and other assets are less liabilities.

This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.