MFS Research Fund Class I MRFIX

Morningstar Medalist Rating
  • NAV / 1-Day Return$61.59  /  +0.44%
  • Fund Size$7.1B
  • Adjusted Expense Ratio0.500%
  • Net Expense Ratio0.510%
  • Fee Level: DistributionBelow Average
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment—
  • Investment StatusOpen
  • TTM Yield0.66%
  • Turnover Ratio41%

Morningstar’s Analysis MRFIX

Will MRFIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

A decentralized stock-picking fund.

Principal Jack Shannon

Jack Shannon

Principal

Summary

MFS Research showcases MFS' strong central research platform in an otherwise constrained strategy. While it regularly beats the average return of its large-blend Morningstar Category peers, its chances of index outperformance are slimmer.

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Portfolio Holdings MRFIX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings44.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.81667M
Technology

Microsoft Corp

6.88521M
Technology

Apple Inc

6.68506M
Technology

Alphabet Inc Class A

5.02380M
Communication Services

Amazon.com Inc

4.51341M
Consumer Cyclical

Broadcom Inc

3.19241M
Technology

Meta Platforms Inc Class A

2.71205M
Communication Services

Advanced Micro Devices Inc

2.49189M
Technology

Mastercard Inc Class A

2.33176M
Financial Services

JPMorgan Chase & Co

2.07157M
Financial Services

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