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MFS Research R4 MFRJX Fund Analysis

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Morningstar’s Analysis MFRJX

Will MFRJX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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