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Nasdaq - Delayed Quote USD

MFS Research R3 (MFRHX)

51.65
+0.88
+(1.73%)
At close: 8:01:36 PM EDT
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  • Previous Close 50.77
  • YTD Return -5.06%
  • Expense Ratio 0.77%
  • Category Large Blend
  • Last Cap Gain 38.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 7.44B
  • Beta (5Y Monthly) 0.95
  • Yield 0.48%
  • 5y Average Return --
  • Holdings Turnover 24.00%
  • Last Dividend 0.28
  • Inception Date Jan 2, 1997

The fund normally invests its assets primarily in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.

MFS

Fund Family

Large Blend

Fund Category

7.44B

Net Assets

1997-01-02

Inception Date

More about MFS Research R3

Performance Overview: MFRHX

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Trailing returns as of 4/9/2025. Category is Large Blend.

YTD Return

MFRHX
5.06%
Category
5.31%
 

1-Year Return

MFRHX
2.34%
Category
20.31%
 

3-Year Return

MFRHX
6.94%
Category
6.48%
 

5-Year Return

MFRHX
15.27%
Category
11.78%
 

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MFRKX MFS Research R6
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MRGHX MFS Core Equity R3
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MSRRX MFS Research R2
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MFELX MFS Growth R1
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MRSHX MFS Research International R3
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MFVNX MassMutual Equity Opports R3
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MCPRX MFS Mid Cap Growth Fund
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MCVRX MFS Mid Cap Value Fund
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MDIHX MFS International Diversification Fund
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NSBFX Nuveen Dividend Growth Fund
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MDIOX MFS International Diversification Fund
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Holdings: MFRHX

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Sector Weightings

SectorMFRHX
Technology   31.53%
Financial Services   15.08%
Healthcare   11.47%
Consumer Cyclical   9.82%
Communication Services   8.86%
Industrials   8.26%
Consumer Defensive   3.99%
Basic Materials   3.51%
Energy   3.33%
Utilities   2.53%
Real Estate   1.62%
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Recent News: MFRHX

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Research Reports: MFRHX

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