About MRFIX
MFS Research Fund Class I is a mutual fund focused on achieving capital appreciation through investments primarily in U.S. equity securities. Managed by MFS Investment Management, the fund employs a research-driven, analyst-run approach to stock selection, aiming to build a diversified portfolio across industries and market sectors. The fund maintains a sector-neutral strategy relative to the S&P 500 Index, seeking to mirror the broader U.S. equity market while leveraging in-depth, fundamental research to identify opportunities for value addition through individual stock selection.
Core holdings encompass large-cap companies, with significant exposure to technology, consumer discretionary, financials, and communication services, as reflected by positions in leading firms like Microsoft, NVIDIA, Amazon, Alphabet, and Apple. With over 100 holdings, the fund’s diversified structure is designed to balance risk while pursuing growth opportunities in both growth and value segments. Since its inception in 1997, MFS Research Fund Class I has been positioned as a large blend fund, making it a representative option for investors seeking broad-based U.S. stock market exposure with a disciplined, research-focused management style.
Fund Family MFS
Category Large Blend
Stock Exchange NASDAQ
Ticker Symbol MRFIX
Share Class I
Index S&P 500 TR
MRFIX had a total return of 14.72% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.10%.
