MFS Research Fund Class I
MRFIX
NASDAQ
| Weiss Ratings | MRFIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MRFIX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Joseph G. MacDougall (17) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MRFIX-NASDAQ | Click to Compare |
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| Fund Name | MFS Research Fund Class I | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Jan 02, 1997 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MRFIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.70% | |||
| Dividend | MRFIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.14% | |||
| Asset Allocation | MRFIX-NASDAQ | Click to Compare |
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| Cash | 0.31% | |||
| Stock | 99.69% | |||
| U.S. Stock | 98.27% | |||
| Non-U.S. Stock | 1.42% | |||
| 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 | MRFIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.55% | |||
| 30-Day Total Return | -3.59% | |||
| 60-Day Total Return | -5.50% | |||
| 90-Day Total Return | -4.25% | |||
| Year to Date Total Return | -4.08% | |||
| 1-Year Total Return | 18.87% | |||
| 2-Year Total Return | 17.96% | |||
| 3-Year Total Return | 51.35% | |||
| 5-Year Total Return | 54.07% | |||
| Price | MRFIX-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 | MRFIX-NASDAQ | Click to Compare |
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| Nav | $56.29 | |||
| 1-Month Low NAV | $54.30 | |||
| 1-Month High NAV | $58.71 | |||
| 52-Week Low NAV | $50.78 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $68.55 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | MRFIX-NASDAQ | Click to Compare |
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| Beta | 1.00 | |||
| Standard Deviation | 11.60 | |||
| Balance Sheet | MRFIX-NASDAQ | Click to Compare |
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| Total Assets | 7.80B | |||
| Operating Ratios | MRFIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.50% | |||
| Turnover Ratio | 41.00% | |||
| Performance | MRFIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.07% | |||
| Last Bear Market Total Return | -13.78% | |||