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Morningstar

MFS Research A MFRFX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 54.26  /  0.09 %
  • Total Assets 7.3 Bil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.64%
  • Turnover 24%

USD | NAV as of Nov 29, 2023 | 1-Day Return as of Nov 29, 2023, 11:21 PM GMT+0

Morningstar’s Analysis MFRFX

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

People Pillar

The People Pillar is our evaluation of the MFRFX 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 MFRFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Constrained, but it has a shot at long-run outperformance.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Tight sector constraints limit MFS Research’s upside, but it has a shot at long-run outperformance thanks to MFS’ strong central research team, which directly picks the stocks in this portfolio. It earns a Morningstar Analyst Rating of Bronze for its cheaper share classes and Neutral for its pricier ones.

by Jack Shannon
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MFRFX

More MFRFX Holdings
  • Current Portfolio Date
  • Equity Holdings 106
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 33.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.23
625,427,763
Technology

Alphabet Inc Class A

4.47
302,944,794
Communication Services

Amazon.com Inc

3.93
265,975,840
Consumer Cyclical

Apple Inc

3.72
251,599,881
Technology

Visa Inc Class A

2.84
192,325,436
Financial Services

Meta Platforms Inc Class A

2.04
138,099,155
Communication Services

JPMorgan Chase & Co

1.92
130,028,331
Financial Services

ConocoPhillips

1.83
123,968,038
Energy

Salesforce Inc

1.61
109,079,610
Technology

Accenture PLC Class A

1.58
106,769,987
Technology