Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Upgrade Now
Nasdaq - Delayed Quote USD

MFS Research I (MRFIX)

57.60
+0.42
+(0.73%)
At close: 6:48:55 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.01%
5y Average Return 15.56%
Number of Years Up 20
Number of Years Down 7
Best 1Y Total Return (Mar 31, 2025) 33.44%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 33.44%
Worst 3Y Total Return 6.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MRFIX
Category
YTD
1.15%
5.31%
1-Month
-2.41%
-4.19%
3-Month
-1.97%
3.90%
1-Year
12.62%
20.31%
3-Year
10.29%
6.48%
5-Year
13.97%
11.78%
10-Year
11.73%
10.96%
Last Bull Market
17.07%
25.56%
Last Bear Market
-13.79%
-15.11%

Annual Total Return (%) History

Year
MRFIX
Category
2024
19.10%
--
2023
22.77%
22.32%
2022
-17.05%
-16.96%
2021
25.03%
26.07%
2020
16.89%
15.83%
2019
33.44%
28.78%
2018
-4.24%
-6.27%
2017
23.64%
20.44%

2016
9.01%
10.37%
2015
1.09%
-1.07%
2014
10.43%
10.96%
2013
32.46%
31.50%
2012
17.48%
14.96%
2011
-0.44%
-1.27%
2010
15.71%
14.01%
2009
30.74%
28.17%
2008
-36.30%
-37.79%
2007
13.36%
6.16%
2006
10.74%
14.17%
2005
7.95%
5.88%
2004
15.93%
10.02%
2003
24.98%
27.05%
2002
-24.51%
-22.25%
2001
-21.35%
-13.50%
2000
-4.24%
-6.31%
1999
24.27%
20.16%
1998
23.32%
22.39%
1997
--
28.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.26% 1.61% 4.48% 1.75%
2023 4.41% 8.36% -3.60% 12.57%
2022 -6.49% -13.79% -4.38% 7.61%
2021 5.32% 8.92% 0.20% 8.78%
2020 -18.31% 19.42% 8.30% 10.63%
2019 14.74% 5.97% 1.92% 7.68%
2018 0.49% 3.23% 7.23% -13.91%
2017 7.37% 4.17% 4.35% 5.93%
2016 0.41% 3.46% 4.02% 0.88%
2015 1.95% 0.55% -7.07% 6.12%

2014 1.18% 4.05% 0.61% 4.27%
2013 10.41% 3.27% 5.58% 10.03%
2012 13.19% -3.60% 7.40% 0.24%
2011 4.65% 0.26% -14.63% 11.15%
2010 5.46% -12.54% 11.89% 12.12%
2009 -7.93% 15.40% 16.75% 5.40%
2008 -9.61% 0.24% -8.91% -22.82%
2007 2.64% 7.23% 2.81% 0.19%
2006 3.54% -3.81% 4.92% 5.98%
2005 -1.41% 2.27% 4.54% 2.41%
2004 3.65% 1.46% -2.30% 12.83%
2003 -3.06% 14.42% 1.63% 10.87%
2002 0.16% -14.78% -16.73% 6.20%
2001 -17.09% 4.88% -19.56% 12.46%
2000 9.03% -2.49% 2.62% -12.23%
1999 1.62% 7.44% -6.56% 21.81%
1998 15.86% 2.47% -14.94% 22.12%
1997 16.43% 8.44% -1.52% --

Rank in Category (By Total Return)

YTD 66
1-Month 80
3-Month 62
1-Year 81
3-Year 68
5-Year 77

Load Adjusted Returns

1-Year 12.62%
3-Year 10.29%
5-Year 13.97%
10-Year 11.73%

Performance & Risk

YTD Return -5.01%
5y Average Return 15.56%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family MFS
Net Assets 7.96B
YTD Return 1.15%
Yield 0.69%
Morningstar Rating
Inception Date Apr 01, 2005

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.

Related Tickers

BIPIX ProFunds Biotechnology UltraSector Fund
37.99
+4.77%
 
BIPSX ProFunds Biotechnology UltraSector Fund
19.78
+4.77%
 
UMPSX ProFunds UltraMid Cap Fund
46.08
+3.13%
 
UMPIX ProFunds UltraMid Cap Fund
59.84
+3.12%
 
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
50.46
+2.85%
 
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
63.59
+2.85%
 
BPTIX Baron Partners Institutional
188.44
+2.65%
 
BPTRX Baron Partners Retail
180.35
+2.65%
 
LCMGX Lord Abbett Micro Cap Growth Fund
17.50
+2.58%
 
LMIYX Lord Abbett Micro Cap Growth I
18.33
+2.57%
 
LFMGX Lord Abbett Micro Cap Growth F
18.33
+2.57%
 
WWNPX Kinetics Paradigm No Load
157.18
+2.44%
 
KNPCX Kinetics Paradigm Adv C
132.18
+2.44%
 
KNPYX Kinetics Paradigm Instl
159.49
+2.44%
 
KNPAX Kinetics Paradigm Adv A
149.02
+2.44%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
38.61
+2.41%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
34.38
+2.41%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
38.31
+2.41%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
40.48
+2.40%
 
CMSCX Columbia Small Cap Growth Inst
25.71
+2.39%
 
CCRIX Columbia Small Cap Growth Fund
22.30
+2.39%
 
CSCRX Columbia Small Cap Growth Inst2
26.24
+2.38%
 
CSGYX Columbia Small Cap Growth Inst3
26.71
+2.38%
 
CMSHX Columbia Small Cap Growth S
25.71
+2.35%
 
FTXAX FullerThaler Behavioral Sm-Cp Gr A
41.02
+2.35%
 
RYAHX Rydex Mid-Cap 1.5x Strategy A
121.99
+2.34%
 
RYMDX Rydex Mid-Cap 1.5x Strategy H
122.56
+2.34%
 
FTXSX FullerThaler Behavioral Sm-Cp GrInstl
42.04
+2.34%
 
CGOAX Columbia Small Cap Growth A
23.23
+2.33%
 
CGOCX Columbia Small Cap Growth C
16.25
+2.33%
 
FTXCX FullerThaler Behavioral Sm-Cp Gr C
39.66
+2.32%
 
FTXFX FullerThaler Behavioral Sm-Cp Gr R6
42.33
+2.32%
 
FTXNX FullerThaler Behavioral Sm-Cp Gr Inv
41.15
+2.31%
 
DNSMX Driehaus Small Cap Growth Institutional
19.89
+2.26%
 
DVSMX Driehaus Small Cap Growth Investor
19.48
+2.26%
 
KINAX Kinetics Internet Adv A
92.97
+2.22%
 
KINCX Kinetics Internet Adv C
75.52
+2.22%
 
WWWFX Kinetics Internet No Load
103.23
+2.22%
 
DHLTX Diamond Hill Select I
23.52
+2.22%
 
DHTAX Diamond Hill Select Fund
23.12
+2.21%
 
WTSGX Segall Bryant & Hamill Small Cap Gr Ret
19.19
+2.18%
 
WISGX Segall Bryant & Hamill Small Cap GrInstl
19.77
+2.17%
 
DHTYX Diamond Hill Select Fund
23.65
+2.16%
 
SSYGX BNY Mellon Small Cap Gr Y
37.40
+2.16%
 
FIJYX Fidelity Advisor Biotechnology Z
28.10
+2.14%
 
SSETX BNY Mellon Small Cap Gr I
37.28
+2.14%
 
PVIVX Paradigm Micro-Cap
47.58
+2.12%
 
KSOAX Kinetics Small Cap Opportunities Adv A
184.19
+2.11%
 
KSCOX Kinetics Small Cap Opportunities No Load
192.48
+2.11%
 
KSCYX Kinetics Small Cap Opportunities Inst
197.49
+2.10%
 
KSOCX Kinetics Small Cap Opportunities Adv C
172.09
+2.10%
 
FGSIX Federated Hermes MDT Mid Cap Growth IS
59.04
+2.09%
 
FGSCX Federated Hermes MDT Mid Cap Growth C
23.97
+2.09%
 
BDFUX Baron Discovery Fund
31.31
+2.09%
 
WSMRX William Blair Small-Mid Cap Growth R6
25.49
+2.08%
 
FGSKX Federated Hermes MDT Mid Cap Growth R6
50.52
+2.08%
 
FGSAX Federated Hermes MDT Mid Cap Growth A
54.98
+2.08%
 
CMGYX Columbia Select Mid Cap Gro Fd I3
26.11
+2.07%
 
CBSAX Columbia Select Mid Cap Growth Fund A
21.79
+2.06%
 
BDFIX Baron Discovery Fund
31.30
+2.05%
 
DADGX Dunham Small Cap Growth A
16.40
+2.05%
 
BDFFX Baron Discovery Fund
30.38
+2.05%
 
CLSPX Columbia Select Mid Cap Gro Fd I
25.50
+2.04%
 
CMGVX Columbia Select Mid Cap Gro Fd I2
26.01
+2.04%
 
CLSDX Columbia Select Mid Cap Gro S
25.51
+2.04%
 
LMVOX Lord Abbett Focused Small Cap Value F3
27.65
+2.03%
 
LMVWX Lord Abbett Focused Small Cap Value R6
27.65
+2.03%
 
QSMRX AQR Small Cap Momentum Style R6
17.66
+2.02%
 
ASMNX AQR Small Cap Momentum Style N
17.77
+2.01%
 
ASMOX AQR Small Cap Momentum Style I
17.77
+2.01%
 
LMVVX Lord Abbett Focused Small Cap Value R5
27.55
+2.00%
 
LFVAX Lord Abbett Focused Small Cap Value A
25.00
+2.00%
 
DNDGX Dunham Small Cap Growth Fund
17.93
+1.99%
 
LFSFX Lord Abbett Focused Small Cap Value F
27.71
+1.99%
 
LFVCX Lord Abbett Focused Small Cap Value C
26.23
+1.98%
 
FCDTX Fidelity Stock Selector Small Cap Fund
31.71
+1.96%
 
FCDAX Fidelity Stock Selector Small Cap Fund
33.33
+1.96%
 
ACWIX AMG GW&K Small/Mid Cap Growth I
16.68
+1.96%
 
TCMSX Voya Small Cap Growth I
38.67
+1.95%
 
HIMDX Hennessy Cornerstone Mid Cap 30 Instl
21.96
+1.95%
 
VLNPX Voya Small Cap Growth R6
38.72
+1.95%
 
FDSCX Fidelity Stock Selector Small Cap
34.62
+1.94%
 
WBSNX William Blair Small Cap Growth N
26.27
+1.94%
 
FSSZX Fidelity Advisor Stock Selector Sm Cp Z
34.76
+1.94%
 
FCDCX Fidelity Stock Selector Small Cap Fund
28.44
+1.94%
 
FCDIX Fidelity Stock Selector Small Cap Fund
34.81
+1.93%
 
WBSRX William Blair Small Cap Growth R6
32.22
+1.93%
 
NEAIX Needham Aggressive Growth Institutional
43.92
+1.93%
 
QISGX Federated Hermes MDT Small Cap Growth IS
25.47
+1.92%
 
CSMCX Congress Small Cap Growth Institutional
43.04
+1.92%
 
NEAGX Needham Aggressive Growth Retail
41.55
+1.91%
 
HFMDX Hennessy Cornerstone Mid Cap 30 Inv
20.82
+1.91%
 
WBSIX William Blair Small Cap Growth I
32.07
+1.91%
 
FCCGX Fidelity Small Cap Growth Fund
22.57
+1.90%
 
FCPGX Fidelity Small Cap Growth
30.30
+1.88%
 
CSMVX Congress Small Cap Growth Retail
37.37
+1.88%
 
PICMX Virtus KAR Mid-Cap Growth I
58.00
+1.88%
 
FCIGX Fidelity Advisor Small Cap Growth I
30.38
+1.88%
 
ATHAX American Century Heritage A
18.48
+1.87%
 
FIDGX Fidelity Advisor Small Cap Growth Z
30.63
+1.86%