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.
MFS Research R3 MFRHX
- NAV / 1-Day Return 57.04 / +0.67 %
- Total Assets 7.9 Bil
-
Adj. Expense Ratio
- 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 0.51%
- Turnover 24%
USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 9.37 | 703.4 Mil | Technology |
Alphabet Inc Class A | 4.07 | 305.4 Mil | Communication Services |
Amazon.com Inc | 3.95 | 296.6 Mil | Consumer Cyclical |
Apple Inc | 3.46 | 259.8 Mil | Technology |
Visa Inc Class A | 2.75 | 206.2 Mil | Financial Services |
Meta Platforms Inc Class A | 2.61 | 195.6 Mil | Communication Services |
JPMorgan Chase & Co | 2.08 | 155.9 Mil | Financial Services |
Salesforce Inc | 1.95 | 146.0 Mil | Technology |
NVIDIA Corp | 1.93 | 144.7 Mil | Technology |
Accenture PLC Class A | 1.67 | 125.1 Mil | Technology |