MUETX

Active

MFS Blended Research Core Equity Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.74%
Annual Cost per $10K
$74.00
30-Year Fee Drag per $10K
$14,307
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+17.18%

Asset Allocation

US Equity
94%
Intl Equity
6%

Fee Comparison

MUETX
0.74%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

30% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+79.68%3Y
Compare to

Fee Impact Calculator

$
%
MUETX at 0.74%$309,075
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$71,537
Cost vs index fund−$68,349

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
MUETXMFS Blended Research Core Equity Fund0.74%
JLGMXJPMorgan Large Cap Growth Fund0.94%
FBCCXFidelity Blue Chip Growth Fund0.97%
FCNKXFidelity Contrafund0.56%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
FGCKXFidelity Growth Company Fund0.45%
OIEFXJPMorgan Equity Income Fund0.95%
MFEKXMFS Growth Fund0.49%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
VPMAXVANGUARD PRIMECAP FUND0.31%
HNACXHarbor Capital Appreciation Fund0.59%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
JMUEXJPMorgan U.S. Equity Fund0.94%
TRZLXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.54%
GETGXVictory Sycamore Established Value Fund0.89%
QCGRFXCollege Retirement Equities Fund - Growth Account
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
PRBLXParnassus Core Equity Fund0.82%
JGACXJPMorgan Growth Advantage Fund0.99%
COWZPacer US Cash Cows 100 ETF0.49%
JHQAXJPMorgan Hedged Equity Fund0.82%
FMAEXFidelity Magellan Fund0.62%
FGKFXFidelity Growth Company K6 Fund0.45%
JVMAXDisciplined Value Mid Cap Fund0.74%
FSCSXSelect Software and IT Services Portfolio0.62%
SDYSPDR(R) S&P(R) Dividend ETF0.35%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
PGORXPutnam Large Cap Growth Fund0.93%
PBCJXBlue Chip Fund0.92%
JDEAXJPMorgan U.S. Research Enhanced Equity Fund0.60%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
FRISXFranklin Rising Dividends Fund0.52%
LSITXClearBridge Large Cap Growth Fund0.64%
VWNDXVANGUARD WINDSOR FUND0.36%
BBGLXBridge Builder Large Cap Growth Fund0.19%
BAWAXBrown Advisory Sustainable Growth Fund0.60%
CCIFXColumbia Seligman Technology and Information Fund0.91%
FKDNXFranklin Dynatech Fund0.82%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
OAZMXOakmark Fund0.63%
FTCSFirst Trust Capital Strength ETF0.52%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
MOATVanEck Morningstar Wide Moat ETF0.47%
ILGRXMacquarie Large Cap Growth Fund0.89%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
PFFiShares Preferred and Income Securities ETF0.45%
AULGXUltra Fund0.69%
LMESXClearBridge Appreciation Fund0.56%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
AGRDXGrowth Fund0.54%
NOBLProShares S&P 500 Dividend Aristocrats ETF0.35%
MPGFXMairs & Power Growth Fund0.62%
ACILXHeritage Fund0.65%
VAFAXInvesco American Franchise Fund0.93%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
JGAVXJPMorgan U.S. Value Fund0.94%
PLCGXLargeCap Growth Fund I0.94%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
FUFRXFranklin Utilities Fund0.50%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
JGAQXJPMorgan Value Advantage Fund0.99%
OEICXJPMorgan Equity Index Fund0.45%
CZMVXMulti-Manager Value Strategies Fund$1M min0.69%
HCAFXTHE HARTFORD CAPITAL APPRECIATION FUND0.70%
HGOFXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.73%
USISXVictory Income Stock Fund0.75%
KNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF0.75%
FOPPXFranklin Growth Opportunities Fund0.58%
LMOIXClearBridge Small Cap Growth Fund0.78%
PCUZXT. Rowe Price U.S. Equity Research Fund0.33%
DCZRXMacquarie Small Cap Core Fund0.68%
DLCZXDestinations Large Cap Equity Fund0.81%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%
FBCGFidelity Blue Chip Growth ETF0.59%
TILGXNuveen Large Cap Growth Fund0.41%
DVZRXMacquarie Small Cap Value Fund0.70%
CGWRXColumbia Cornerstone Growth Fund0.97%
VADAXInvesco Equally-Weighted S&P 500 Fund0.53%
AQEAXColumbia Disciplined Core Fund0.94%
JAGKX500 Index Trust0.50%
CSXAXCalvert U.S. Large Cap Core Responsible Index Fund0.49%
DAGVXBNY Mellon Dynamic Value Fund0.93%
HAITXHARTFORD CORE EQUITY FUND0.36%
CEYRXCalvert Equity Fund0.58%
LGLOXLord Abbett Growth Leaders Fund0.59%
IGRFXMacquarie Mid Cap Growth Fund0.68%
FNDASchwab Fundamental U.S. Small Company ETF0.25%
SSSVXState Street Equity 500 Index Fund0.47%
CREFXCohen & Steers Real Estate Securities Fund0.75%
UANQXVictory Nasdaq-100 Index Fund0.43%
MBCGXMassMutual Blue Chip Growth Fund0.75%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
RESRXU.S. Strategic Equity Fund0.70%
DREVXBNY Mellon Large Cap Securities Fund, Inc.0.70%
PGXInvesco Preferred ETF0.50%
ESPAXAllspring Special Small Cap Value Fund1.17%
FTRNXFidelity Trend Fund0.59%
GTENXGateway Fund0.65%
JENIXThe Jensen Quality Growth Fund Inc1.26%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%

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