Nasdaq - Delayed Quote USD

MFS Research R4 (MFRJX)

52.66
-2.72
(-4.91%)
As of 8:06:36 AM EDT. Market Open.
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  • Previous Close 55.38
  • YTD Return -5.01%
  • Expense Ratio 0.52%
  • 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 0.76%
  • 5y Average Return --
  • Holdings Turnover 24.00%
  • Last Dividend 0.46
  • 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 R4

Performance Overview: MFRJX

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Trailing returns as of 4/2/2025. Category is Large Blend.

YTD Return

MFRJX
5.01%
Category
5.31%
 

1-Year Return

MFRJX
2.60%
Category
20.31%
 

3-Year Return

MFRJX
7.21%
Category
6.48%
 

5-Year Return

MFRJX
15.56%
Category
11.78%
 

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Holdings: MFRJX

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Sector Weightings

SectorMFRJX
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: MFRJX

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Research Reports: MFRJX

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