Skip to Content

MFS Research B MFRBX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 51.43  /  +0.12 %
  • Total Assets 8.1 Bil
  • Adj. Expense Ratio
    1.550%
  • Expense Ratio 1.550%
  • Distribution Fee Level Below Average
  • Share Class Type
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield
  • Turnover 24%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MFRBX

Will MFRBX outperform in future?

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

A dependable option showcasing MFS' research team.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MFRBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 34.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.45 641.7 Mil
Technology

Amazon.com Inc

4.37 331.7 Mil
Consumer Cyclical

Alphabet Inc Class A

4.17 316.4 Mil
Communication Services

NVIDIA Corp

3.49 264.7 Mil
Technology

Apple Inc

3.06 232.5 Mil
Technology

Meta Platforms Inc Class A

2.93 222.4 Mil
Communication Services

Visa Inc Class A

2.59 196.3 Mil
Financial Services

JPMorgan Chase & Co

2.19 166.1 Mil
Financial Services

Salesforce Inc

1.78 135.3 Mil
Technology

Eli Lilly and Co

1.71 129.8 Mil
Healthcare