MFS Research Fund Class A
MFRFX
NASDAQ
| Weiss Ratings | MFRFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MFRFX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Joseph G. MacDougall (17) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MFRFX-NASDAQ | Click to Compare |
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| Fund Name | MFS Research Fund Class A | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Oct 13, 1971 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | MFRFX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.43% | |||
| Dividend | MFRFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.15% | |||
| Asset Allocation | MFRFX-NASDAQ | Click to Compare |
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| Cash | 0.98% | |||
| Stock | 99.02% | |||
| U.S. Stock | 97.08% | |||
| Non-U.S. Stock | 1.94% | |||
| 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 | MFRFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.13% | |||
| 30-Day Total Return | 2.12% | |||
| 60-Day Total Return | 1.43% | |||
| 90-Day Total Return | 0.39% | |||
| Year to Date Total Return | 11.47% | |||
| 1-Year Total Return | 11.69% | |||
| 2-Year Total Return | 32.93% | |||
| 3-Year Total Return | 64.15% | |||
| 5-Year Total Return | 69.71% | |||
| Price | MFRFX-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 | MFRFX-NASDAQ | Click to Compare |
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| Nav | $55.47 | |||
| 1-Month Low NAV | $55.09 | |||
| 1-Month High NAV | $65.32 | |||
| 52-Week Low NAV | $48.84 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $65.83 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | MFRFX-NASDAQ | Click to Compare |
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| Beta | 0.98 | |||
| Standard Deviation | 12.68 | |||
| Balance Sheet | MFRFX-NASDAQ | Click to Compare |
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| Total Assets | 8.19B | |||
| Operating Ratios | MFRFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.77% | |||
| Turnover Ratio | 41.00% | |||
| Performance | MFRFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.90% | |||
| Last Bear Market Total Return | -13.86% | |||