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MFS Research R3 MFRHX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 59.66  /  +1.19 %
  • Total Assets 7.9 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.49%
  • Turnover 24%

USD | NAV as of Jul 22, 2024 | 1-Day Return as of Jul 22, 2024, 10:16 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.

A dependable option showcasing MFS' research team.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

MFS Research is limited in its upside owing to its tight sector constraints, but the strength of MFS’ central research team, which directly picks the stocks in this portfolio, gives it a shot a long-run outperformance, though outsize gains are unlikely. At the right price, this fund is worth considering.

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Portfolio Holdings MFRHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 35.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.70 684.2 Mil
Technology

NVIDIA Corp

4.27 335.9 Mil
Technology

Alphabet Inc Class A

4.26 335.3 Mil
Communication Services

Amazon.com Inc

4.25 334.5 Mil
Consumer Cyclical

Apple Inc

3.34 262.4 Mil
Technology

Meta Platforms Inc Class A

3.15 247.8 Mil
Communication Services

Visa Inc Class A

2.53 199.2 Mil
Financial Services

JPMorgan Chase & Co

2.23 175.5 Mil
Financial Services

Salesforce Inc

1.50 118.0 Mil
Technology

ConocoPhillips

1.43 112.6 Mil
Energy