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MFS Research A MFRFX

Analyst rating as of
NAV / 1-Day Return
49.68  /  0.10 %
Total Assets
7.4 Bil
Adj. Expense Ratio
0.780%
Expense Ratio
0.780%
Fee Level
Low
Longest Manager Tenure
13.97 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.34%
Turnover
26%
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Morningstar’s Analysis

Will MFRFX 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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