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Investor Alert

MFS Research Fund;A

NAS: MFRFX

GO
/zigman2/quotes/206091893/realtime

$

48.22

Change

+0.04 +0.08%

Aug 7, 2020

YTD return

4.42%

5 yr avg return

11.66%

Total net assets

1.32B

52 week low

52 week high

$32.53

$51.92

Yield

0.75%

Fees & Expenses

Front load

5.75%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.77%

12 b-1

0.24%

Turnover

32.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.35

Dividend freq.

Annually

Capital gain (2019)

1.34

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.03

Beta

0.97

Standard deviation

4.76

R. squared

0.98

Min. Investment

Standard (taxable)

1000

IRA

250

Compare:
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/news/latest/company/us/mfrfx

MarketWatch News on MFRFX

  1. Hot Tips for Warren

    1:01 a.m. Feb. 12, 2001

    - Barron's Online

  2. Good news, bad news 06-26-98

    6:00 p.m. June 28, 1998

    - Rex Nutting

  3. Treasury bonds drift higher ahead of reports - 06-26-98

    6:00 p.m. June 26, 1998

    - Rex Nutting

  4. U.S. consumers earn more, buy more 06-26-98

    6:00 p.m. June 26, 1998

    - Rex Nutting

  5. Good news, bad news 06-26-98

    6:00 p.m. June 26, 1998

    - Rex Nutting

  6. Sugar sweet as demand increases 6-26-98

    6:00 p.m. June 26, 1998

    - Mary Kennedy

  7. Afternoon Report 06-26-98

    6:00 p.m. June 26, 1998

    - CBS.MarketWatch.com

  8. Want to invest in the Internet? 6-26-98

    6:00 p.m. June 26, 1998

    - Craig Tolliver

  9. Aurora Foods, Cumulus Media can't salvage week 6-26-98

    6:00 p.m. June 26, 1998

    - CBS.MarketWatch.com

  10. Excuses, excuses 06-26-98

    6:00 p.m. June 26, 1998

    - Dr. Irwin Kellner

  11. Big media shares higher 6-26-98

    6:00 p.m. June 26, 1998

    - CBS.MarketWatch.com

  12. Movers and Shakers 6-26-98

    6:00 p.m. June 26, 1998

    - CBS.MarketWatch.com

  13. Macy's sees future online 6-26-98

    6:00 p.m. June 26, 1998

    - Frank Barnako

  14. NewsWatch: Summary of Top Stories - 6-29-98

    6:00 p.m. June 26, 1998

    - CBS.MarketWatch.com

  15. Press Briefing: Rockwell to shed 4,800 jobs 06-26-98

    6:00 p.m. June 26, 1998

    - CBS.MarketWatch.com

  16. Good news, bad news 06-26-98

    6:00 p.m. June 26, 1998

    - Rex Nutting

  17. Afternoon Report 06-26-98

    6:00 p.m. June 26, 1998

    - CBS.MarketWatch.com

  18. U.S. stocks higher - 06-19-98

    6:00 p.m. June 26, 1998

    - Kevin N. Marder

  19. Tokyo shares rise on bank merger talk -- 06-26-98

    6:00 p.m. June 26, 1998

    - CBS.MarketWatch.com

  20. Backroom researchers managing funds 6-24-98

    6:00 p.m. June 24, 1998

    - Craig Tolliver

  21. Loading more headlines...

Lipper Leader

Total Return: 4 Consistent Return: 4 Preservation: 5 Tax Efficiency: 3 Expense: 4

YTD Lipper Ranking: Quintile 3 (42th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 4.42% 3.02% 4.80% 42% 3
1yr 15.53% 15.36% 18.50% 56% 3
3yr 12.72% 10.95% 12.80% 28% 2
5yr 11.66% 10.35% 12.20% 26% 2
10yr 13.3% 12.28% 13.9% 27% 2

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$32,438

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Large-Cap Core Funds

Fund family

MFS Funds Class A

Fund status

Open

Fund inception

October 13, 1971

Manager

Joseph G. MacDougall

Investment Policy

The Fund seeks to invest in a blend of small, middle and large companies with long-term growth prospects and a successful earnings track record.

/news/nonmarketwatch/company/us/mfrfx

Other News on MFRFX

  1. Mutual Fund Misfires of the Market - March 17, 2020

    8:26 a.m. March 17, 2020

    - Zacks.com

  2. 3 Must-Buy MFS Mutual Funds

    9:11 a.m. Feb. 3, 2020

    - Zacks.com

  3. 3 MFS Mutual Funds for Striking Returns

    9:23 a.m. Jan. 3, 2020

    - Zacks.com

  4. 3 MFS Mutual Funds for Splendid Returns

    8:27 a.m. Dec. 4, 2019

    - Zacks.com

  5. 3 Valued MFS Mutual Funds for Your Portfolio

    8:08 a.m. Nov. 4, 2019

    - Zacks.com

  6. 4 Must-Buy MFS Mutual Funds

    9:36 a.m. Aug. 1, 2019

    - Zacks.com

  7. 3 Top MFS Mutual Funds to Buy for Great Returns

    6:26 a.m. Dec. 27, 2018

    - Zacks.com

  8. 4 Best-Ranked MFS Mutual Funds to Invest In

    10:47 a.m. Nov. 14, 2016

    - Zacks.com

  9. MFS Research A Fund (MFRFX) in Focus

    9:07 a.m. Aug. 24, 2016

    - Zacks.com

  10. Overview of MFS Research A Fund (MFRFX)

    4:08 a.m. Sept. 3, 2015

    - Zacks.com

  11. Spitzer Adds More Funds to Inquiry

    2:02 a.m. Sept. 5, 2003

    - The Wall Street Journal Interactive Edition

  12. MFS Gets Caught by the Bear

    10:24 a.m. March 4, 2002

    - The Wall Street Journal Interactive Edition

Link to MarketWatch's Slice.