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 130 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 | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | MUSEX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | MUSEX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | MUSEX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | MUSEX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | MUSEX vs SSSYX |
Best Risk-Adjusted Alternatives to MUSEX
MUSEX has a PortfoliosLab risk / return rank of 57. There are 200 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | MUSEX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | MUSEX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | MUSEX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | MUSEX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | MUSEX vs IGIAX |
Top Performing MUSEX Alternatives (YTD)
MUSEX is at 9.45% YTD. There are 195 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | MUSEX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | MUSEX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | MUSEX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | MUSEX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | MUSEX vs FLVCX |
Lowest Volatility Alternatives to MUSEX
MUSEX has 12.69% 1-year volatility. There are 199 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | MUSEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | MUSEX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | MUSEX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | MUSEX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | MUSEX vs FSUVX |
Lowest Drawdown Alternatives to MUSEX
MUSEX has a 1-year max drawdown of -8.60%. There are 85 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | MUSEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | MUSEX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | MUSEX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | MUSEX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | MUSEX vs QUERX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 13 | 3.08% | — | Jan 1996 | MUSEX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 37 | 6.94% | — | May 2006 | MUSEX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 37 | 6.89% | — | Feb 1996 | MUSEX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 39 | 10.05% | — | Sep 2004 | MUSEX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 6 | -4.19% | — | Jan 1935 | MUSEX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 11 | 3.75% | — | Jun 2012 | MUSEX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 11 | 3.70% | — | Jul 1997 | MUSEX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 28 | 6.23% | — | — | MUSEX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 36 | 6.76% | — | Jan 1996 | MUSEX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 37 | 7.06% | — | Jul 1924 | MUSEX vs MITTX |
Often Compared With MUSEX
Investors most often compare MUSEX with VO, SPY, ECAT. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare MUSEX with Any Fund or Stock
Compare MUSEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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