MFS® Research Fund

US Equity | MFRFX
$ 45.55
$0.18 As of 12/14/17
$5.5B
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information

MFS® Research Fund

US Equity
MFRFX
$0.18 As of 12/14/17
As of 11/30/17
US Equity | MFRFX
$ 45.55
$0.18 As of 12/14/17
$5.5B
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information
INVESTMENT OBJECTIVE

Seeks capital appreciation.

INVESTMENT FOCUS

Analyst run core stock fund that is diversified by sector and invests across industries, styles, and market capitalizations

Managed generally as sector neutral relative to the S&P 500 Index

Fund Information

Fund Commencement
10/13/71
Net Assets ($ M)
As of 11/30/17
$5567.02
Fiscal Year End
SEPTEMBER
Benchmark

Standard & Poor's 500 Stock Index measures the broad U.S. stock market.

Standard & Poor's 500 Stock Index

Top 10 Holdings

As of 11/30/17
  • Citigroup Inc
  • Facebook Inc
  • Visa Inc
  • Amazon.com Inc
  • Alphabet Inc Class A
  • Johnson & Johnson
  • Apple Inc
  • PNC Financial Services Group Inc
  • Honeywell International Inc
  • Pfizer Inc

Important Risk Considerations

The fund may not achieve its objective and/or you could lose money on your investment in the fund.

Stock markets and investments in individual stocks are volatile and can decline significantly in response to issuer, market, economic, industry, political, regulatory, geopolitical, and other conditions.

Please see the prospectus for further information on these and other risk considerations.

Performance

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Average Annual Total Returns %

Average Annual Total Returns %

These results represent the percent change in net asset value.
Monthly | Quarterly As of 09/30/17 (*YTD Updated Daily, As of 12/14/17 , subject to revision and not annualized.)

    Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

    MORNINGSTAR RATING
    Morningstar Overall Rating As of 11/30/17 Class A Shares

    Morningstar Large Blend

    Morningstar ratings are based on risk adjusted performance.

    OVERALL
    Out Of Funds
    NA
    OVERALL MORNINGSTAR RATING
    Morningstar Overall Rating As of 11/30/17 Class A Shares

    Morningstar Large Blend

    Morningstar ratings are based on risk adjusted performance.

    NA
    THREE YEAR
    Out Of Funds
    NA
    FIVE YEAR
    Out Of Funds
    NA
    TEN YEAR
    Out Of Funds
    NA

    Important Performance Information

    Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.

    Sales Charges

    Class A shares ("A") results include the maximum sales charge.

    Annual Rate of Return %
    Pricing & Distributions