MB

MFS Blended Research Core Equity Fund | MUEAX

Mutual Fund
MFS SERIES TRUST XI
Last update 2025-06-23 107 Stocks (15 new)
Value $1.40 Bil Turnover 12 %
Countries:
Top Holdings: AAPL(6.63%)NVDA(6.16%)MSFT(6.05%)AMZN(4.36%)META(4.13%)
Summary Stock Picks Current Portfolio
MFS Blended Research Core Equi... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
417,260
92,686.0
+2.44%
6.630
+0.16%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
NVDA
NVIDIA Corp
794,444
86,101.8
-8.29%
6.160
-0.66%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
MSFT
Microsoft Corp
225,230
84,549.1
-1.09%
6.050
-0.07%
0.000
+35.37%
+20.48%
3,759,901.0
Software
AMZN
Amazon.com Inc
320,368
60,953.2
+0.65%
4.360
+0.03%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
META
Meta Platforms Inc
100,028
57,652.1
+0.65%
4.130
+0.03%
0.000
+37.26%
+22.08%
1,794,173.6
Interactive Media
V
Visa Inc
98,778
34,617.7
-7.26%
2.480
-0.17%
0.010
+6.43%
+12.80%
694,059.1
Credit Services
ABBV
AbbVie Inc
160,470
33,621.7
+0.65%
2.410
+0.02%
0.010
+8.55%
+10.19%
336,588.1
Drug Manufacturers
GOOGL
Alphabet Inc
200,348
30,981.8
-1.48%
2.220
-0.04%
0.000
+22.60%
+0.73%
2,315,381.3
Interactive Media
JNJ
Johnson & Johnson
172,082
28,538.1
+0.65%
2.040
+0.01%
0.010
+9.76%
+18.87%
406,867.0
Drug Manufacturers
CI
The Cigna Group
73,218
24,088.7
+13.14%
1.720
+0.20%
0.030
-9.17%
+11.29%
81,302.2
Healthcare Plans

MFS Blended Research Core Equity Fund's Historical Top Holdings Breakdowns

MFS Blended Research Core Equity Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-1.30%
●
225.19 ($254.94) 279.95
$296.76
16.40%
Reduce -77.99%
22,325
-79,089
QCOM
Qualcomm Inc
2025-03-31
Add
Add
+1.05%
●
151.94 ($163) 175.86
$159.88
-1.91%
Add 233.68%
136,657
95,702
NXPI
NXP Semiconductors NV
2025-03-31
Sold Out
Sold Out
-0.93%
●
189.99 ($213.32) 245.86
$224.71
5.34%
Sold Out
0
-65,012
HD
The Home Depot Inc
2025-03-31
Reduce
Reduce
-0.77%
●
347.25 ($389.72) 424.87
$376.35
-3.43%
Reduce -62.34%
17,410
-28,821
NTRS
Northern Trust Corp
2025-03-31
Add
Add
+0.74%
●
96.09 ($106.14) 113.81
$124.23
17.04%
Add 125.95%
188,269
104,945
PVH
PVH Corp
2025-03-31
Sold Out
Sold Out
-0.74%
●
63.81 ($80.81) 107.78
$77.45
-4.16%
Sold Out
0
-101,197
MCK
McKesson Corp
2025-03-31
Reduce
Reduce
-0.73%
●
566.21 ($618.25) 672.99
$714.00
15.49%
Reduce -47.42%
20,564
-18,548
D
Dominion Energy Inc
2025-03-31
Sold Out
Sold Out
-0.69%
●
52.85 ($55) 57.43
$58.29
5.98%
Sold Out
0
-185,232
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.66%
●
106.98 ($126.74) 149.43
$170.78
34.75%
Reduce -8.29%
794,444
-71,770
SPOT
Spotify Technology SA
2025-03-31
Reduce
Reduce
-0.62%
●
457.79 ($558.87) 648.32
$674.46
20.68%
Reduce -40.85%
29,452
-20,338

MFS Blended Research Core Equity Fund Total Holding History ($B)

To

MFS Blended Research Core Equity Fund's Asset Allocation

To

MFS Blended Research Core Equity Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MFS Blended Research Core Equity Fund's Hypothetical Growth since 2025-03-31

MFS Blended Research Core Equity Fund's Yearly Returns

Year Portfolio % % Excess Gain %

MFS Blended Research Core Equity Fund's Holdings Heat Map

Size field:

MFS Blended Research Core Equity Fund's Holdings Bubble Chart

MFS Blended Research Core Equity Fund News

  • 1

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