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MFS Research R2 MSRRX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 53.24  /  0.65 %
  • Total Assets 7.8 Bil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 24%

Morningstar’s Analysis MSRRX

Will MSRRX 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 MSRRX

  • Current Portfolio Date
  • Equity Holdings 105
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 33.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
9.37
703,350,429
Technology
4.07
305,376,250
Communication Services
3.95
296,630,966
Consumer Cyclical
3.46
259,829,189
Technology
2.75
206,202,269
Financial Services
2.61
195,563,137
Communication Services
2.08
155,923,348
Financial Services
1.95
146,011,919
Technology
1.93
144,723,194
Technology
1.67
125,068,467
Technology