MFS Blended Research Large Cap Value Eq (S:0P00016QM2)
51.30
+3.69
(+7.74%)
USD |
Apr 30 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of May 22, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Johnson & Johnson | 3.41% | 234.62 | 1.25% |
| Alphabet, Inc. | 2.58% | 384.79 | -0.74% |
| Caterpillar, Inc. | 2.13% | 887.47 | 2.49% |
| Amazon.com, Inc. | 2.07% | 267.54 | -0.34% |
| Citigroup, Inc. | 1.87% | 125.37 | 0.12% |
| Exxon Mobil Corp. | 1.86% | 154.53 | -0.49% |
| Pfizer Inc. | 1.61% | 26.00 | 0.19% |
| Chubb Ltd. | 1.60% | 327.87 | -0.72% |
| Westinghouse Air Brake Technologies Corp. | 1.59% | 257.64 | 0.97% |
| PepsiCo, Inc. | 1.58% | 150.40 | 1.04% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | -- |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | -- |
| Socially Responsible Fund | -- |