Founded in 1924, MFS (Massachusetts Financial Services) had $632 billion in assets under management as of July 31, 2025. The company manages more than 80 portfolios, which invest in domestic and global stocks along with fixed-income debt securities. It focuses on providing a wide variety of financial products and services to fulfill the needs of investors, as well as 10,000 investment professionals.
MFS is headquartered in Boston, MA, and has investment offices in Hong Kong, Sao Paulo, Singapore, Mexico City, Toronto, London, Sydney, Luxembourg and Tokyo. The company has a dedicated staff of more than 2000 worldwide, catering to clients' needs. Its investment approach includes integrated study, international cooperation and expertise in risk management.
Below, we share with you three top-ranked MFS mutual funds — MFS Blended Research Core Equity MUEAX, MFS Blended Research Mid Cap Equity BMSFX and MFS Blended Research Value Equity BRUHX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of MFS mutual funds.
MFS Blended Research Core Equity typically invests the majority of its net assets in equity securities, including common stocks and other instruments that signify or provide the right to obtain an ownership interest in a company or similar issuer.
MFS Blended Research Core Equity has three-year annualized returns of 24.9%. As of June 2025, MUEAX had 108 issues and invested 8.1% of its net assets in Nvidia.
MFS Blended Research Mid Cap Equity allocates most of its net assets to equity securities of domestic and international companies or issuers with mid-market capitalizations. BMSFX advisors typically invest in common stocks, real estate investment trusts and other ownership-oriented securities.
MFS Blended Research Mid Cap Equity has three-year annualized returns of 19%. BMSFX has an expense ratio of 0.84%.
MFS Blended Research Value Equity invests the majority of its net assets in equity securities, including common stocks, equity interests in real estate investment trusts (REITs), and other instruments that provide or may provide an ownership stake in a company or issuer. BRUHX advisors mainly focus on investing in large-cap companies.
MFS Blended Research Value Equity has three-year annualized returns of 18%. Matthew W. Krummell has been one of the fund managers of BRUHX since September 2015.
To view the Zacks Rank and the past performance of all MFS mutual funds, investors can click here to see the complete list of MFS mutual funds.
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This article originally published on Zacks Investment Research (zacks.com).
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