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MFS Research R1 MFRLX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 47.56  /  +0.81 %
  • Total Assets 7.9 Bil
  • Adj. Expense Ratio
    1.550%
  • Expense Ratio 1.550%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 24%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis MFRLX

Will MFRLX outperform in future?

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

Constrained, but it has a shot at long-run outperformance.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Tight sector constraints limit MFS Research’s upside, but it has a shot at long-run outperformance thanks to MFS’ strong central research team, which directly picks the stocks in this portfolio. It earns a Morningstar Analyst Rating of Bronze for its cheaper share classes and Neutral for its pricier ones.

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Portfolio Holdings MFRLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 33.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.37 703.4 Mil
Technology

Alphabet Inc Class A

4.07 305.4 Mil
Communication Services

Amazon.com Inc

3.95 296.6 Mil
Consumer Cyclical

Apple Inc

3.46 259.8 Mil
Technology

Visa Inc Class A

2.75 206.2 Mil
Financial Services

Meta Platforms Inc Class A

2.61 195.6 Mil
Communication Services

JPMorgan Chase & Co

2.08 155.9 Mil
Financial Services

Salesforce Inc

1.95 146.0 Mil
Technology

NVIDIA Corp

1.93 144.7 Mil
Technology

Accenture PLC Class A

1.67 125.1 Mil
Technology