Mutual Funds - Profile

MFS Research Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in large-size companies in the United States.

The investment process is designed to highlight companies that exhibit above average earnings growth potential. The process also focuses on undervalued companies that are trading at a discount to their intrinsic value.

The research team combines fundamental and quantitative analysis to evaluate potential individual issuers.

The portfolio is diversified by sector with the flexibility to invest across industries and styles and seeks to add value through stock selection. It is managed generally as sector neutral to the benchmark index More

Price

  • Last Close
  • $51.78
    -0.53
  • 52 Week HL
  • $53.4 - $42.06
  • Net Assets
  • $8500 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 26, 2021

Company Holding
Microsoft Corporation
Amazon Com
Alphabet Inc
Apple Inc
Facebook Inc
Company Holding
Visa Inc
Adobe Inc
Salesforce Com
Bank Of
Aon Plc
Total 0%

Manager

  • Name
  • Joseph G. MacDougall
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
- YTD

  • 3 Year
  • 54.6%
  • 5 Year
  • 51.49%
  • Best
  • 31.09%
    2013
  • Worst
  • -36.91%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
MFRBX -1%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -2%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 - 5.1% -18.5% 14.5% 0.3% 7.1% 0.1% 1.7% 0.9% 10.1% -
Q2 - 8.6% 19.1% 4.6% 5.2% 3.9% 3.2% 0.3% 3.8% 3.6% -
Q3 - 5.9% 8% 0.9% 6.6% 4.1% 3.8% -7.3% 0.4% 4.5% -
Q4 - 0.9% 4.9% 3.9% -14.3% 5.3% 0.7% 5.8% 4.1% 9.8% -

Returns +
M

J F M A M J J A S O N D
2022 -2.7% - - - - - - - - - - -
2021 -2.1% 3% 4.2% 6% 0.5% 2% 2.7% 2.6% 0.5% 0.2% -2.1% -1.4%

Annual
Return

Index Comparison

Alpha

NAV