MFS Research Fund Class R4
MFRJX
NASDAQ
| Weiss Ratings | MFRJX-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 | MFRJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Joseph G. MacDougall (18) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MFRJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Research Fund Class R4 | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Apr 01, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MFRJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.69% | |||
| Dividend | MFRJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.12% | |||
| Asset Allocation | MFRJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.44% | |||
| Stock | 99.56% | |||
| U.S. Stock | 97.97% | |||
| Non-U.S. Stock | 1.59% | |||
| 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 | MFRJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.79% | |||
| 30-Day Total Return | -2.03% | |||
| 60-Day Total Return | -1.95% | |||
| 90-Day Total Return | -2.30% | |||
| Year to Date Total Return | 7.50% | |||
| 1-Year Total Return | 8.34% | |||
| 2-Year Total Return | 23.75% | |||
| 3-Year Total Return | 58.94% | |||
| 5-Year Total Return | 49.10% | |||
| Price | MFRJX-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 | MFRJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $60.29 | |||
| 1-Month Low NAV | $59.97 | |||
| 1-Month High NAV | $62.41 | |||
| 52-Week Low NAV | $51.88 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $65.40 | |||
| 52-Week High Price (Date) | Nov 28, 2025 | |||
| Beta / Standard Deviation | MFRJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.96 | |||
| Standard Deviation | 12.01 | |||
| Balance Sheet | MFRJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 7.23B | |||
| Operating Ratios | MFRJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.50% | |||
| Turnover Ratio | 41.00% | |||
| Performance | MFRJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 20.36% | |||
| Last Bear Market Total Return | -13.79% | |||