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MFS Research R1 MFRLX

Analyst rating as of
  • NAV / 1-Day Return 41.33  /  1.50 %
  • Total Assets 7.5 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.540%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.13%
  • Turnover 17%

Morningstar’s Analysis MFRLX

Will MFRLX 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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