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MFS Research R2 MSRRX

Analyst rating as of
NAV / 1-Day Return
49.61  /  0.06 %
Total Assets
7.5 Bil
Adj. Expense Ratio
1.030%
Expense Ratio
1.030%
Fee Level
Below Average
Longest Manager Tenure
14.49 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.28%
Turnover
17%

Morningstar’s Fund Analysis MSRRX

Will MSRRX outperform in future?

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

Reliable showcase of MFS' strong research team.

Summary

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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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