MFS Research I
500 Boylston St 15th Fl Boston MA 02116
Map
Phone: 800-225-2606
| Category: | Large Blend | | Fund Family: | MFS | | Net Assets: | 550.13M | | Year-to-Date Return: | 27.54% | | Yield: | 1.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-97 |
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Katrina A. Mead
Lead Manager since
01-May-05 | | | Value Equity Portfolio Manager - Participates in the research process and strategy discussions, assesses portfolio risk, collaborates on portfolio construction, manages daily cash flows, and communicates investment policy and strategy - Joined MFS in 1997 as an Equity Research Analyst following global auto & auto parts, medical devices, telecom & networking and U.S. regional banks; named Associate Portfolio Manager in 2002; named Portfolio Manager in 2004 |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund normally invests assets primarily in equity securities. It may invest in the stock of growth companies, value companies, or in a combination of growth and value companies. The fund may invest assets in companies of any size. It may invest in foreign securities and derivatives. |
| Last Dividend
(18-Dec-08):
| 0.22 | | Last Cap Gain
(4-Dec-00):
| 3.62 | | Annual Holdings Turnover
| 104.00% | | Average for Category:
| 78.74% |
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| Expense | MRFIX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.83% Nasdaq 
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