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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
  • 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



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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