Nasdaq - Delayed Quote USD

MFS Research R4 (MFRJX)

59.35 -0.08 (-0.13%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 59.43
  • YTD Return 9.25%
  • Expense Ratio 0.80%
  • Category Large Blend
  • Last Cap Gain 38.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 7.87B
  • Beta (5Y Monthly) 0.95
  • Yield 0.70%
  • 5y Average Return --
  • Holdings Turnover 24.00%
  • Last Dividend 0.43
  • Inception Date Oct 31, 2003

The fund normally invests its assets primarily in equity securities. Equity securities include common stocks 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

7.87B

Net Assets

2003-10-31

Inception Date

Performance Overview: MFRJX

Trailing returns as of 6/13/2024. Category is Large Blend.

YTD Return

MFRJX
9.25%
Category
5.31%
 

1-Year Return

MFRJX
25.66%
Category
20.31%
 

3-Year Return

MFRJX
7.36%
Category
6.48%
 

5-Year Return

MFRJX
13.70%
Category
11.78%
 

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Holdings: MFRJX

Top 10 Holdings (34.72% of Total Assets)

SymbolCompany% Assets
MSFT
MSFT 8.45%
AMZN
AMZN 4.37%
GOOGL
GOOGL 4.17%
NVDA
NVDA 3.49%
AAPL
AAPL 3.06%
META
META 2.93%
V
V 2.59%
JPM
JPM 2.19%
CRM
CRM 1.78%
LLY
LLY 1.71%

Sector Weightings

SectorMFRJX
Technology   28.21%
Healthcare   13.17%
Industrials   8.23%
Energy   4.24%
Utilities   2.43%
Real Estate   1.82%

Recent News: MFRJX

Research Reports: MFRJX

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