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Morningstar

MFS Research R1 MFRLX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 46.73  /  −1.27 %
  • Total Assets 7.7 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 Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:24 AM GMT+0

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.

A dependable option showcasing MFS' research team.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

MFS Research is limited in its upside owing to its tight sector constraints, but the strength of MFS’ central research team, which directly picks the stocks in this portfolio, gives it a shot a long-run outperformance, though outsize gains are unlikely. At the right price, this fund is worth considering.

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 34.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.99 706.6 Mil
Technology

Amazon.com Inc

4.27 335.4 Mil
Consumer Cyclical

Alphabet Inc Class A

3.51 275.8 Mil
Communication Services

Meta Platforms Inc Class A

3.30 259.7 Mil
Communication Services

Apple Inc

3.22 252.8 Mil
Technology

NVIDIA Corp

3.16 248.4 Mil
Technology

Visa Inc Class A

2.69 211.7 Mil
Financial Services

JPMorgan Chase & Co

2.10 165.2 Mil
Financial Services

Salesforce Inc

2.03 159.2 Mil
Technology

Eli Lilly and Co

1.63 128.4 Mil
Healthcare