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.
MFS Research Fund Class B MFRBX
- NAV / 1-Day Return 48.96 / −1.25 %
- Total Assets 8.0B
-
Adj. Expense Ratio
1.500%
- Expense Ratio 1.510%
- Distribution Fee Level Average
- Share Class Type Deferred Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Closed
- TTM Yield 0.00
- Turnover 41%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 10:48 PM GMT+0
Morningstar’s Analysis MFRBX
Will MFRBX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MFRBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MFRBX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 45.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 9.03 | 710M | Technology |
Apple Inc | 6.76 | 531M | Technology |
Microsoft Corp | 5.88 | 462M | Technology |
Alphabet Inc Class A | 5.71 | 448M | Communication Services |
Amazon.com Inc | 5.29 | 416M | Consumer Cyclical |
Broadcom Inc | 4.10 | 322M | Technology |
Meta Platforms Inc Class A | 2.80 | 220M | Communication Services |
JPMorgan Chase & Co | 2.40 | 188M | Financial Services |
Mastercard Inc Class A | 2.34 | 184M | Financial Services |
Exxon Mobil Corp | 1.63 | 128M | Energy |
United States