Mfs Blended is trading at 15.97 as of the 19th of July 2025; that is 0.38% up since the beginning of the trading day. The fund's open price was 15.91. Mfs Blended has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. 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. MFS primarily invests in securities of companies with large capitalizations. More on Mfs Blended Research
Mfs Blended Research [BRXAX] is traded in USA and was established 19th of July 2025. Mfs Blended is listed under MFS category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of MFS family. This fund currently has accumulated 612.24 M in assets under management (AUM) with minimum initial investment of 1 K. Mfs Blended Research is currently producing year-to-date (YTD) return of 22.0% with the current yeild of 0.03%, while the total return for the last 3 years was 18.75%.
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.
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.