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Morningstar

MFS Research R1 MFRLX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 41.33  /  1.50 %
  • Total Assets 7.5 Bil
  • Adj. Expense Ratio
    1.510%
  • 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%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis MFRLX

Will MFRLX outperform in 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.

Reliable showcase of MFS' strong research team.

Senior Analyst

Summary

| by Jack Shannon

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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