Morningstar

MFS Research Fund Class R1 MFRLX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 46.85  /  +0.54 %
  • Total Assets 7.9B
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.510%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.00
  • Turnover 41%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 1:53 AM GMT+0

Morningstar’s Analysis MFRLX

Will MFRLX 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 MFRLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MFRLX 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 MFRLX’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

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Portfolio Holdings MFRLX

More MFRLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.15 730M
Technology

Apple Inc

7.03 561M
Technology

Microsoft Corp

5.89 470M
Technology

Alphabet Inc Class A

5.40 431M
Communication Services

Amazon.com Inc

5.07 405M
Consumer Cyclical

Broadcom Inc

4.20 335M
Technology

Meta Platforms Inc Class A

2.77 221M
Communication Services

Mastercard Inc Class A

2.20 176M
Financial Services

JPMorgan Chase & Co

2.19 175M
Financial Services

KLA Corp

1.46 117M
Technology

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