Morningstar

MFS Research Fund Class B MFRBX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $49.94  /  +0.67 %
  • Fund Size $7.4B
  • Adjusted Expense Ratio 1.500%
  • Net Expense Ratio 1.510%
  • Fee Level: Distribution Average
  • Share Class Type Deferred Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Closed
  • TTM Yield 0.00%
  • Turnover Ratio 41%
NAV and 1-Day Return as of

Morningstar’s Analysis MFRBX

Will MFRBX outperform in the future?

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

  • Process Pillar

    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.

  • 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.

A decentralized stock-picking fund.

Principal Jack Shannon

Jack Shannon

Principal

Summary

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.

by Jack Shannon
Rated on Published on

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Portfolio Holdings MFRBX

More MFRBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.81 667M
Technology

Microsoft Corp

6.88 521M
Technology

Apple Inc

6.68 506M
Technology

Alphabet Inc Class A

5.02 380M
Communication Services

Amazon.com Inc

4.51 341M
Consumer Cyclical

Broadcom Inc

3.19 241M
Technology

Meta Platforms Inc Class A

2.71 205M
Communication Services

Advanced Micro Devices Inc

2.49 189M
Technology

Mastercard Inc Class A

2.33 176M
Financial Services

JPMorgan Chase & Co

2.07 157M
Financial Services

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