MFS Research is limited in its upside owing to its tight sector constraints, but the strength of MFS’ central research team, which directly picks the stocks in this portfolio, gives it a shot a long-run outperformance, though outsize gains are unlikely. At the right price, this fund is worth considering.
MFS Research R3 MFRHX
- NAV / 1-Day Return 55.33 / −0.29 %
- Total Assets 7.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.800%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 0.49%
- Turnover 24%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0
Morningstar’s Analysis MFRHX
Will MFRHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 34.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.99 | 706.6 Mil | Technology |
Amazon.com Inc | 4.27 | 335.4 Mil | Consumer Cyclical |
Alphabet Inc Class A | 3.51 | 275.8 Mil | Communication Services |
Meta Platforms Inc Class A | 3.30 | 259.7 Mil | Communication Services |
Apple Inc | 3.22 | 252.8 Mil | Technology |
NVIDIA Corp | 3.16 | 248.4 Mil | Technology |
Visa Inc Class A | 2.69 | 211.7 Mil | Financial Services |
JPMorgan Chase & Co | 2.10 | 165.2 Mil | Financial Services |
Salesforce Inc | 2.03 | 159.2 Mil | Technology |
Eli Lilly and Co | 1.63 | 128.4 Mil | Healthcare |