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Morningstar

MFS Research R3 MFRHX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 49.51  /  1.27 %
  • Total Assets 7.2 Bil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.790%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.66%
  • Turnover 17%

USD | NAV as of May 26, 2023 | 1-Day Return as of May 26, 2023, 10:18 PM GMT+0

Morningstar’s Analysis MFRHX

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

People Pillar

The People Pillar is our evaluation of the MFRHX 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 MFRHX’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 MFRHX

More MFRHX Holdings
  • Current Portfolio Date Apr 30, 2023
  • Equity Holdings 112
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 30.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.46
617,726,565
Technology

Alphabet Inc Class A

4.31
314,726,354
Communication Services

Apple Inc

3.72
271,706,718
Technology

Amazon.com Inc

3.22
235,260,321
Consumer Cyclical

Visa Inc Class A

2.84
206,922,338
Financial Services

JPMorgan Chase & Co

1.92
140,488,474
Financial Services

Accenture PLC Class A

1.70
123,778,867
Technology

Salesforce Inc

1.60
117,101,382
Technology

ConocoPhillips

1.60
116,691,047
Energy

SBA Communications Corp Class A

1.39
101,142,096
Real Estate