MFS Research Fund Class R4 (MFRJX)

Fund Assets	8.41B
Expense Ratio	0.55%
Min. Investment	$0.00
Turnover	24.00%
Dividend (ttm)	5.96
Dividend Yield	10.38%
Dividend Growth	61.46%
Payout Frequency	Annual
Ex-Dividend Date	Dec 10, 2024

Previous Close	57.30
YTD Return	-0.52%
1-Year Return	7.47%
5-Year Return	56.54%
52-Week Low	52.91
52-Week High	66.38
Beta (5Y)	n/a
Holdings	107
Inception Date	Apr 1, 2005

About MFRJX

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.

• Fund Family: MFS
• Category: Large Blend
• Performance Rating: Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MFRJX
• Index: S&P 500 TR

Performance

MFRJX had a total return of 7.47% in the past year. Since the fund's inception, the average annual return has been 9.66%, including dividends.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FALCX	Fidelity	Strategic Advisers Large Cap Fund	0.24%
FEQDX	Fidelity	Fidelity Advisor Hedged Equity Fund - Class C	1.55%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MFRKX	R6	0.49%
MRFIX	I	0.55%
MFRFX	A	0.80%
MFRHX	R3	0.80%

Top 10 Holdings

36.86% of assets

Name	Symbol	Weight
Microsoft Corporation	MSFT	7.83%
Amazon.com, Inc.	AMZN	4.78%
NVIDIA Corporation	NVDA	4.75%
Alphabet Inc.	GOOGL	3.69%
Apple Inc.	AAPL	3.64%
Meta Platforms, Inc.	META	3.42%
Visa Inc.	V	2.96%
JPMorgan Chase & Co.	JPM	2.32%
Salesforce, Inc.	CRM	2.02%
Accenture plc	ACN	1.46%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 10, 2024	$5.95895	Dec 11, 2024
Dec 12, 2023	$3.69076	Dec 13, 2023
Dec 8, 2022	$3.65474	Dec 9, 2022
Dec 9, 2021	$3.42835	Dec 10, 2021
Dec 10, 2020	$2.73146	Dec 11, 2020
Dec 12, 2019	$1.80141	Dec 12, 2019