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 B MFRBX
- NAV / 1-Day Return 51.10 / +1.33 %
- Total Assets 7.8 Bil
-
Adj. Expense Ratio
- 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 9.14 | 730.7 Mil | Technology |
Amazon.com Inc | 4.75 | 379.7 Mil | Consumer Cyclical |
NVIDIA Corp | 4.70 | 375.5 Mil | Technology |
Alphabet Inc Class A | 4.39 | 351.2 Mil | Communication Services |
Apple Inc | 3.57 | 285.2 Mil | Technology |
Meta Platforms Inc Class A | 3.32 | 265.4 Mil | Communication Services |
Visa Inc Class A | 2.38 | 190.3 Mil | Financial Services |
JPMorgan Chase & Co | 2.17 | 173.8 Mil | Financial Services |
Salesforce Inc | 1.61 | 128.3 Mil | Technology |
ConocoPhillips | 1.37 | 109.7 Mil | Energy |