MSRRX – MFS Research R2 Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund normally invests its assets primarily in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MRFIX	MFS Research Fund Class I	Institutional	Open			Jan 2, 1997	$4.10B	0.500%	Below Average	—	−$828.67M
MFRFX	MFS Research Fund Class A	Front Load	Open			Oct 13, 1971	$1.53B	0.750%	Low	$1,000	−$195.50M
MFRBX	MFS Research Fund Class B	Deferred Load	Closed			Sep 7, 1993	$905,573.00	1.500%	Average	$1,000	−$1.78M
MFRCX	MFS Research Fund Class C	Level Load	Open			Jan 3, 1994	$34.05M	1.500%	Below Average	$1,000	−$9.17M
MFRJX	MFS Research Fund Class R4	Retirement, Large	Open			Apr 1, 2005	$12.28M	0.500%	Below Average	—	−$1.01M
MFRKX	MFS Research Fund Class R6	Retirement, Large	Open			May 1, 2006	$1.92B	0.440%	Low	—	−$309.35M
MSRRX	MFS Research Fund Class R2	Retirement, Medium	Open			Oct 31, 2003	$9.98M	1.000%	Below Average	—	−$3.75M
MFRHX	MFS Research Fund Class R3	Retirement, Medium	Open			Apr 1, 2005	$15.69M	0.750%	Low	—	−$8.99M
MFRLX	MFS Research Fund Class R1	Retirement, Small	Open			Apr 1, 2005	$2.14M	1.500%	High	—	$22,505.76

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