Morningstar

MFS Research Fund Class C MFRCX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 49.78  /  −0.20 %
  • Total Assets 8.0B
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.510%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 41%

USD | NAV as of Aug 12, 2026 | 1-Day Return as of Aug 12, 2026, 1:33 AM GMT+0

Morningstar’s Analysis MFRCX

Will MFRCX 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 MFRCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MFRCX 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 MFRCX’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
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Portfolio Holdings MFRCX

More MFRCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.39 660M
Technology

Apple Inc

6.90 543M
Technology

Alphabet Inc Class A

5.02 395M
Communication Services

Microsoft Corp

4.83 380M
Technology

Amazon.com Inc

4.42 348M
Consumer Cyclical

Broadcom Inc

3.51 277M
Technology

JPMorgan Chase & Co

2.32 183M
Financial Services

KLA Corp

2.27 179M
Technology

Mastercard Inc Class A

2.27 178M
Financial Services

Meta Platforms Inc Class A

2.15 170M
Communication Services

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