MUSEX Alternatives & Similar Mutual Funds

MFS Blended Research Core Equity Fund (MUSEX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MUSEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to MUSEX

MUSEX charges 0.49% annually. There are 124 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	MUSEX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	MUSEX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	MUSEX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	MUSEX vs FLCPX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.30T	Apr 2015	MUSEX vs VSMPX

Best Risk-Adjusted Alternatives to MUSEX

MUSEX has a PortfoliosLab risk / return rank of 60. There are 144 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	MUSEX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	MUSEX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	MUSEX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	MUSEX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	MUSEX vs POGSX

Top Performing MUSEX Alternatives (YTD)

MUSEX is at 11.18% YTD. There are 87 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.47%	18.10B	Dec 2004	MUSEX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	MUSEX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	MUSEX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	MUSEX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	MUSEX vs IGIAX

Lowest Volatility Alternatives to MUSEX

MUSEX has 13.03% 1-year volatility. There are 197 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	MUSEX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	MUSEX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	MUSEX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	MUSEX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	MUSEX vs SILVX

Lowest Drawdown Alternatives to MUSEX

MUSEX has a 1-year max drawdown of -8.60%. There are 80 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	MUSEX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	MUSEX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	MUSEX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	MUSEX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	MUSEX vs AMFEX

Other Mutual Funds from MFS

The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MDIJX and span 4 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
MIEIX	MFS International Equity Fund Class R6	Foreign Large Cap Equities	40	8.67%	—	Jan 1996	MUSEX vs MIEIX
MEIKX	MFS Value Fund	Large Cap Value Equities	70	10.58%	—	May 2006	MUSEX vs MEIKX
MDIJX	MFS International Diversification Fund	Foreign Large Cap Equities	61	11.35%	—	Sep 2004	MUSEX vs MDIJX
MEIIX	MFS Value Fund Class I	Large Cap Value Equities	69	10.50%	—	Feb 1996	MUSEX vs MEIIX
MIGFX	MFS Massachusetts Investors Growth Stock Fund	Large Cap Growth Equities	6	-1.78%	—	Jan 1935	MUSEX vs MIGFX
MFEKX	MFS Growth R6	Large Cap Growth Equities	7	0.75%	—	Jun 2012	MUSEX vs MFEKX
MFEIX	MFS Growth I	Large Cap Growth Equities	7	0.70%	—	Jul 1997	MUSEX vs MFEIX
MINIX	MFS International Intrinsic Value Fund Class I	Large Cap Growth Equities, Foreign Large Cap Equities	51	9.12%	—	—	MUSEX vs MINIX
MEIAX	MFS Value Fund	Large Cap Value Equities	67	10.34%	—	Jan 1996	MUSEX vs MEIAX
MITTX	MFS Massachusetts Investors Trust	Large Cap Blend Equities	39	8.24%	—	Jul 1924	MUSEX vs MITTX

Often Compared With MUSEX

Investors most often compare MUSEX with VO, SPY, FEPIX. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VO	Vanguard Mid-Cap ETF	Mid Cap Blend Equities	51	12.35%	224.00B	Jan 2004	MUSEX vs VO
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	MUSEX vs SPY
FEPIX	Fidelity Total Bond Fund	Total Bond Market	23	-0.59%	—	—	MUSEX vs FEPIX
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	29	10.45%	—	Sep 2021	MUSEX vs ECAT
VNQ	Vanguard Real Estate ETF	REIT	47	14.01%	71.40B	Sep 2004	MUSEX vs VNQ
CTRZX	Multi-Manager Total Return Bond Strategies Fund	Intermediate Core-Plus Bond	20	-0.74%	—	Jan 2017	MUSEX vs CTRZX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	45	6.65%	—	Sep 2022	MUSEX vs FEQHX
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	59	1.10%	—	Jun 2013	MUSEX vs ORDNX
BHYIX	BlackRock High Yield Bond Portfolio Institutional ...	High Yield Bonds	79	1.31%	—	Nov 1998	MUSEX vs BHYIX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	72	10.81%	—	Mar 2025	MUSEX vs FGJEX
ACIIX	American Century Equity Income Fund Class I	Dividend, Large Cap Value Equities	84	13.38%	—	Jul 1998	MUSEX vs ACIIX
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	24	5.53%	—	Nov 2019	MUSEX vs FNSTX
VYM	Vanguard High Dividend Yield ETF	Dividend	90	14.21%	96.20B	Nov 2006	MUSEX vs VYM
SCHA	Schwab U.S. Small-Cap ETF	Small Cap Blend Equities	77	18.33%	22.23B	Nov 2009	MUSEX vs SCHA
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock	73	0.35%	—	Dec 2006	MUSEX vs NPSRX
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	94	15.85%	—	Mar 2005	MUSEX vs SVAIX
AVEM	Avantis Emerging Markets Equity ETF	Emerging Markets Equities	60	16.96%	25.76B	Sep 2019	MUSEX vs AVEM
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.70%	96.10B	Nov 2001	MUSEX vs VPMAX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	64	0.85%	—	Nov 2002	MUSEX vs FIHBX
PHYZX	PGIM High Yield Fund Class Z	High Yield Bonds	62	1.11%	—	Jan 1990	MUSEX vs PHYZX

Compare MUSEX with Any Fund or Stock

Compare MUSEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair MUSEX with funds that move differently

MFS Blended Research Core Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MUSEX.

Explore MUSEX Diversifiers

MFS Blended Research Core Equity Fund (MUSEX) Alternatives