Nasdaq - Delayed Quote USD

MFS Research B (MFRBX)

48.29 -0.38 (-0.78%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 48.67
  • YTD Return 9.99%
  • Expense Ratio 0.55%
  • Category Large Blend
  • Last Cap Gain 38.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 8.02B
  • Beta (5Y Monthly) 0.95
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 24.00%
  • Last Dividend 0.03
  • Inception Date Jan 2, 1997

The fund normally invests its assets primarily in equity securities. Equity securities include common stocks 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

8.02B

Net Assets

1997-01-02

Inception Date

Performance Overview: MFRBX

Trailing returns as of 4/24/2024. Category is Large Blend.

YTD Return

MFRBX
9.99%
Category
14.84%
 

1-Year Return

MFRBX
28.36%
Category
40.47%
 

3-Year Return

MFRBX
8.96%
Category
16.77%
 

5-Year Return

MFRBX
12.67%
Category
16.15%
 

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Holdings: MFRBX

Top 10 Holdings (34.91% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 8.99%
AMZN
Amazon.com, Inc. 4.27%
GOOGL
Alphabet Inc. 3.51%
META
Meta Platforms, Inc. 3.30%
AAPL
Apple Inc. 3.22%
NVDA
NVIDIA Corporation 3.16%
V
Visa Inc. 2.69%
JPM
JPMorgan Chase & Co. 2.10%
CRM
Salesforce, Inc. 2.03%
LLY
Eli Lilly and Company 1.63%

Sector Weightings

SectorMFRBX
Technology   29.35%
Healthcare   13.24%
Industrials   8.28%
Energy   3.83%
Utilities   2.29%
Real Estate   1.87%

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