Skip to Content

MFS Research B MFRBX

Analyst rating as of
NAV / 1-Day Return
48.94  /  1.75 %
Total Assets
8.4 Bil
Adj. Expense Ratio
1.540%
Expense Ratio
1.540%
Fee Level
Below Average
Longest Manager Tenure
13.65 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Closed
TTM Yield
0.00%
Turnover
26%
Premium

Morningstar’s Analysis

Will MFRBX outperform in future?

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

A reliable option featuring MFS’ research strengths.

Summary

| |

MFS Research’s sector limits cap its upside, but its analyst-driven approach showcases the firm’s strong research chops, earning a Morningstar Analyst Rating of Bronze for its cheaper share classes, and Neutral for its pricier ones.

Unlock our full analysis with Morningstar Premium