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Nasdaq - Delayed Quote USD

MFS Research R4 (MFRJX)

52.26
+0.89
+(1.73%)
At close: 8:01:36 PM EDT

Top 10 Holdings (38.27% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 7.35%
NVDA
NVIDIA Corporation 5.45%
AMZN
Amazon.com, Inc. 4.94%
META
Meta Platforms, Inc. 4.35%
AAPL
Apple Inc. 4.00%
V
Visa Inc. 3.44%
GOOGL
Alphabet Inc. 3.24%
JPM
JPMorgan Chase & Co. 2.49%
CRM
Salesforce, Inc. 1.59%
ACN
Accenture plc 1.42%
Get Quotes for Top Holdings

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%

Overall Portfolio Composition (%)

Cash 0.89%
Stocks 99.11%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average MFRJX Category Average
Price/Earnings 0.04 0.04
Price/Book 0.21 0.21
Price/Sales 0.33 0.4
Price/Cashflow 0.05 0.06
Median Market Cap 231,733.84 335,222.28
3 Year Earnings Growth 14.49 21.25

Bond Holdings

Average MFRJX Category Average
Maturity -- --
Duration -- 4.6
Credit Quality -- --

Performance & Risk

YTD Return -7.66%
5y Average Return 13.25%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family MFS
Net Assets 7.44B
YTD Return -5.01%
Yield 0.76%
Morningstar Rating
Inception Date Jan 02, 1997

Fund Summary

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.

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