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.
Will MFRBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MFRBX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of MFRBX’s parent organization’s priorities and whether they’re in line with investors’ interests.