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MFS Research R4 MFRJX

Analyst rating as of
NAV / 1-Day Return
54.82  /  0.33 %
Total Assets
8.3 Bil
Adj. Expense Ratio
0.540%
Expense Ratio
0.540%
Fee Level
Below Average
Longest Manager Tenure
13.66 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.53%
Turnover
26%
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Morningstar’s Analysis

Will MFRJX outperform in future?

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

A reliable option featuring MFS’ research strengths.

Summary

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MFS Research’s sector limits cap its upside, but its analyst-driven approach showcases the firm’s strong research chops, earning a Morningstar Analyst Rating of Bronze for its cheaper share classes, and Neutral for its pricier ones.

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