MFS Blended Research Core Equity Fund (MUSEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MUSEX
MUSEX charges 0.49% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among MUSEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | MUSEX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | MUSEX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | MUSEX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | MUSEX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | MUSEX vs SSSYX |
Best Risk-Adjusted Alternatives to MUSEX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | MUSEX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | MUSEX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | MUSEX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | MUSEX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | MUSEX vs DHAMX |
Top Performing MUSEX Alternatives (YTD)
MUSEX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | MUSEX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | MUSEX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | MUSEX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | MUSEX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | MUSEX vs RCKSX |
Lowest Volatility Alternatives to MUSEX
MUSEX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | MUSEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | MUSEX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | MUSEX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | MUSEX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | MUSEX vs QUERX |
Lowest Drawdown Alternatives to MUSEX
MUSEX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | MUSEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | MUSEX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | MUSEX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | MUSEX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | MUSEX vs GQEIX |
Other Mutual Funds from MFS
Most popular MFS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 17 | -6.55% | Jan 31, 1996 | MUSEX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 29 | -0.52% | May 1, 2006 | MUSEX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 62 | -2.70% | Sep 30, 2004 | MUSEX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -11.94% | Jan 1, 1935 | MUSEX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 28 | -0.56% | Feb 1, 1996 | MUSEX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | -13.60% | Jun 1, 2012 | MUSEX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | MUSEX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 12 | -13.62% | Jul 10, 1997 | MUSEX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 25 | -6.58% | Jul 15, 1924 | MUSEX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | MUSEX vs MEIAX |
Often Compared With MUSEX
What investors most often compare with MUSEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | MUSEX vs SPY | |
| Vanguard Mid-Cap ETF | Mid Cap Growth Equities | 46 | -0.68% | Jan 26, 2004 | MUSEX vs VO | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | MUSEX vs PAGDX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | MUSEX vs VITPX |
Compare MUSEX with Any Fund or Stock
Compare MUSEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.