MFS Research Fund Class B
MFRBX
NASDAQ
| Weiss Ratings | MFRBX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MFRBX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Joseph G. MacDougall (17) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MFRBX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 0.00% | |||
| Dividend | MFRBX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.37% | |||
| Asset Allocation | MFRBX-NASDAQ | Click to Compare |
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| Cash | 0.91% | |||
| Stock | 99.08% | |||
| U.S. Stock | 96.95% | |||
| Non-U.S. Stock | 2.13% | |||
| 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 |
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| 7-Day Total Return | -0.99% | |||
| 30-Day Total Return | 1.46% | |||
| 60-Day Total Return | 6.88% | |||
| 90-Day Total Return | 8.60% | |||
| Year to Date Total Return | 7.40% | |||
| 1-Year Total Return | 11.41% | |||
| 2-Year Total Return | 37.86% | |||
| 3-Year Total Return | 41.75% | |||
| 5-Year Total Return | 72.19% | |||
| Price | MFRBX-NASDAQ | Click to Compare |
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| 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 |
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| Nav | $52.48 | |||
| 1-Month Low NAV | $51.45 | |||
| 1-Month High NAV | $53.01 | |||
| 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 |
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| Beta | 0.97 | |||
| Standard Deviation | 14.82 | |||
| Balance Sheet | MFRBX-NASDAQ | Click to Compare |
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| Total Assets | 8.08B | |||
| Operating Ratios | MFRBX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.52% | |||
| Turnover Ratio | 20.00% | |||
| Performance | MFRBX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.39% | |||
| Last Bear Market Total Return | -14.01% | |||