MFS Research Fund Class B
MFRBX
NASDAQ
| Weiss Ratings | MFRBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MFRBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Joseph G. MacDougall (17) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MFRBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Research Fund Class B | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Sep 07, 1993 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.04 | |||
| Dividends and Shares | MFRBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | MFRBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.49% | |||
| Asset Allocation | MFRBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.81% | |||
| Stock | 99.18% | |||
| U.S. Stock | 96.90% | |||
| Non-U.S. Stock | 2.28% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MFRBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.75% | |||
| 30-Day Total Return | 3.93% | |||
| 60-Day Total Return | 9.80% | |||
| 90-Day Total Return | 1.92% | |||
| Year to Date Total Return | -0.06% | |||
| 1-Year Total Return | 8.24% | |||
| 2-Year Total Return | 31.74% | |||
| 3-Year Total Return | 35.70% | |||
| 5-Year Total Return | 71.53% | |||
| Price | MFRBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MFRBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $48.83 | |||
| 1-Month Low NAV | $46.49 | |||
| 1-Month High NAV | $49.31 | |||
| 52-Week Low NAV | $41.23 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $56.69 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | MFRBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.96 | |||
| Standard Deviation | 16.08 | |||
| Balance Sheet | MFRBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 7.84B | |||
| Operating Ratios | MFRBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.52% | |||
| Turnover Ratio | 20.00% | |||
| Performance | MFRBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 16.39% | |||
| Last Bear Market Total Return | -14.01% | |||