Morningstar

MFS Research Fund Class R4 MFRJX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 61.49  /  −0.23 %
  • Total Assets 7.7B
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.510%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.68%
  • Turnover 41%

USD | NAV as of Sep 05, 2026 | 1-Day Return as of Sep 05, 2026, 10:18 AM GMT+0

Morningstar’s Analysis MFRJX

Will MFRJX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MFRJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MFRJX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MFRJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A decentralized stock-picking fund.

Principal Jack Shannon

Jack Shannon

Principal

Summary

MFS Research showcases MFS' strong central research platform in an otherwise constrained strategy. While it regularly beats the average return of its large-blend Morningstar Category peers, its chances of index outperformance are slimmer.

by Jack Shannon
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MFRJX

More MFRJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.19 636M
Technology

Apple Inc

7.11 553M
Technology

Microsoft Corp

6.08 472M
Technology

Amazon.com Inc

4.99 388M
Consumer Cyclical

Alphabet Inc Class A

4.96 385M
Communication Services

Broadcom Inc

3.59 279M
Technology

Mastercard Inc Class A

2.51 195M
Financial Services

JPMorgan Chase & Co

2.23 174M
Financial Services

Meta Platforms Inc Class A

2.11 164M
Communication Services

Advanced Micro Devices Inc

1.82 141M
Technology

Sponsor Center