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MFS Research I (MRFIX)

57.02
+0.27
+(0.48%)
At close: 8:08:53 AM EDT
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  • Previous Close 56.75
  • YTD Return 1.15%
  • Expense Ratio 0.52%
  • Category Large Blend
  • Last Cap Gain 38.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 7.96B
  • Beta (5Y Monthly) 0.94
  • Yield 0.69%
  • 5y Average Return --
  • Holdings Turnover 24.00%
  • Last Dividend 0.45
  • Inception Date Apr 1, 2005

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

7.96B

Net Assets

2005-04-01

Inception Date

Performance Overview: MRFIX

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Trailing returns as of 3/28/2025. Category is Large Blend.

YTD Return

MRFIX
1.15%
Category
5.31%
 

1-Year Return

MRFIX
12.62%
Category
20.31%
 

3-Year Return

MRFIX
10.29%
Category
6.48%
 

5-Year Return

MRFIX
13.97%
Category
11.78%
 

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Holdings: MRFIX

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Sector Weightings

SectorMRFIX
Technology   31.53%
Healthcare   11.47%
Industrials   8.26%
Energy   3.33%
Utilities   2.53%
Real Estate   1.62%

Recent News: MRFIX

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Research Reports: MRFIX

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