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
+10.57%
-14.62%
3,185,811.7
Hardware
NVDA
NVIDIA Corp
794,444
86,101.8
-8.29%
6.160
-0.66%
0.000
+77.82%
+28.34%
4,202,341.9
Semiconductors
MSFT
Microsoft Corp
225,230
84,549.1
-1.09%
6.050
-0.07%
0.000
+42.41%
+21.58%
3,794,239.3
Software
AMZN
Amazon.com Inc
320,368
60,953.2
+0.65%
4.360
+0.03%
0.000
+36.33%
+3.97%
2,421,696.1
Retail - Cyclical
META
Meta Platforms Inc
100,028
57,652.1
+0.65%
4.130
+0.03%
0.000
+47.20%
+21.95%
1,792,338.2
Interactive Media
V
Visa Inc
98,778
34,617.7
-7.26%
2.480
-0.17%
0.010
+10.58%
+12.19%
690,308.4
Credit Services
ABBV
AbbVie Inc
160,470
33,621.7
+0.65%
2.410
+0.02%
0.010
+10.34%
+7.64%
328,798.3
Drug Manufacturers
GOOGL
Alphabet Inc
200,348
30,981.8
-1.48%
2.220
-0.04%
0.000
+27.76%
-0.22%
2,291,442.6
Interactive Media
JNJ
Johnson & Johnson
172,082
28,538.1
+0.65%
2.040
+0.01%
0.010
+5.71%
+15.62%
395,726.9
Drug Manufacturers
CI
The Cigna Group
73,218
24,088.7
+13.14%
1.720
+0.20%
0.030
-8.48%
+8.17%
79,026.1
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
$293.82
15.25%
Reduce -77.99%
22,325
-79,089
QCOM
Qualcomm Inc
2025-03-31
Add
Add
+1.05%
●
151.94 ($163) 175.86
$158.57
-2.71%
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
$229.75
7.70%
Sold Out
0
-65,012
HD
The Home Depot Inc
2025-03-31
Reduce
Reduce
-0.77%
●
347.25 ($389.72) 424.87
$363.70
-6.68%
Reduce -62.34%
17,410
-28,821
NTRS
Northern Trust Corp
2025-03-31
Add
Add
+0.74%
●
96.09 ($106.14) 113.81
$126.55
19.23%
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
$73.55
-8.99%
Sold Out
0
-101,197
MCK
McKesson Corp
2025-03-31
Reduce
Reduce
-0.73%
●
566.21 ($618.25) 672.99
$712.81
15.29%
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
$58.23
5.86%
Sold Out
0
-185,232
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.66%
●
106.98 ($126.74) 149.43
$172.46
36.07%
Reduce -8.29%
794,444
-71,770
SPOT
Spotify Technology SA
2025-03-31
Reduce
Reduce
-0.62%
●
457.79 ($558.87) 648.32
$704.59
26.07%
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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