MFS Research Fund Class R1
MFRLX
NASDAQ
| Weiss Ratings | MFRLX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MFRLX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Joseph G. MacDougall (18) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MFRLX-NASDAQ | Click to Compare |
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| Fund Name | MFS Research Fund Class R1 | |||
| 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 | MFRLX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | MFRLX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.12% | |||
| Asset Allocation | MFRLX-NASDAQ | Click to Compare |
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| 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 | MFRLX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.81% | |||
| 30-Day Total Return | -2.10% | |||
| 60-Day Total Return | -2.10% | |||
| 90-Day Total Return | -2.55% | |||
| Year to Date Total Return | 6.59% | |||
| 1-Year Total Return | 7.26% | |||
| 2-Year Total Return | 21.31% | |||
| 3-Year Total Return | 54.24% | |||
| 5-Year Total Return | 41.85% | |||
| Price | MFRLX-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 | MFRLX-NASDAQ | Click to Compare |
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| Nav | $46.55 | |||
| 1-Month Low NAV | $46.31 | |||
| 1-Month High NAV | $48.22 | |||
| 52-Week Low NAV | $40.30 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $52.53 | |||
| 52-Week High Price (Date) | Nov 28, 2025 | |||
| Beta / Standard Deviation | MFRLX-NASDAQ | Click to Compare |
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| Beta | 0.96 | |||
| Standard Deviation | 12.00 | |||
| Balance Sheet | MFRLX-NASDAQ | Click to Compare |
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| Total Assets | 7.23B | |||
| Operating Ratios | MFRLX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.50% | |||
| Turnover Ratio | 41.00% | |||
| Performance | MFRLX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 19.35% | |||
| Last Bear Market Total Return | -14.01% | |||