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MFS Research R4 MFRJX

Analyst rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 50.16  /  1.21 %
  • Total Assets 7.5 Bil
  • Adj. Expense Ratio
    0.510%
  • Expense Ratio 0.540%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.96%
  • Turnover 17%

Morningstar’s Analysis MFRJX

Will MFRJX outperform in future?

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

Reliable showcase of MFS' strong research team.

Senior Analyst

Summary

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MFS Research's upside potential is limited by tight industry and sector constraints, but MFS' strong central analyst team, which picks the stocks in this portfolio, gives it a chance to outperform over the long run. It earns a Morningstar Analyst Rating of Bronze for its cheaper share classes and Neutral for its pricier ones

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