About MSRRX
The MFS Research Fund is an actively managed mutual fund designed to seek capital appreciation primarily through investments in equity securities. Focused on a diversified approach, the fund invests across various regions, industries, and market capitalizations, with a primary allocation to large-cap U.S. equities. Its holdings span sectors such as technology, e-commerce, and semiconductors, reflecting key economic trends and sector opportunities uncovered through in-depth, bottom-up fundamental research by a global team of analysts. The portfolio typically comprises over 100 individual stock holdings, representing both growth and value styles, with a notable commitment to well-established companies like Microsoft, Amazon, and NVIDIA. While the majority of the assets are in domestic stocks, a portion is allocated to foreign equities, enhancing diversification. By maintaining a sector-neutral strategy and leveraging the collective insights of its research-driven investment team, the MFS Research Fund plays a significant role for investors seeking broad equity market exposure and potential long-term growth through disciplined stock selection and risk management.
Fund Family MFS
Category Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MSRRX
Share Class R2
Index S&P 500 TR
MSRRX had a total return of 12.33% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.15%.
