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 | 0.63% | |||
| Dividend | MRFIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.26% | |||
| Asset Allocation | MRFIX-NASDAQ | Click to Compare |
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| Cash | 0.57% | |||
| Stock | 99.43% | |||
| U.S. Stock | 97.51% | |||
| Non-U.S. Stock | 1.92% | |||
| 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 | 2.18% | |||
| 30-Day Total Return | 3.24% | |||
| 60-Day Total Return | 4.53% | |||
| 90-Day Total Return | 5.73% | |||
| Year to Date Total Return | 13.97% | |||
| 1-Year Total Return | 14.47% | |||
| 2-Year Total Return | 57.85% | |||
| 3-Year Total Return | 65.44% | |||
| 5-Year Total Return | 94.67% | |||
| 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 | $68.42 | |||
| 1-Month Low NAV | $65.33 | |||
| 1-Month High NAV | $68.42 | |||
| 52-Week Low NAV | $50.78 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $68.79 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | MRFIX-NASDAQ | Click to Compare |
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| Beta | 0.98 | |||
| Standard Deviation | 13.32 | |||
| Balance Sheet | MRFIX-NASDAQ | Click to Compare |
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| Total Assets | 8.20B | |||
| Operating Ratios | MRFIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.52% | |||
| Turnover Ratio | 20.00% | |||
| Performance | MRFIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.07% | |||
| Last Bear Market Total Return | -13.78% | |||