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MFS® Research Fund

       
   
   
   

Fact Sheet

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Symbol: MFRFX   CUSIP:  552981102   Newspaper Abbreviation: RschA   Fund number: 14  
Daily NAV:  $36.70  (as of 4/16/14)
    Characteristics Fund Profile Performance Portfolio Management Dividends and Capital Gains Price History Fund Reports/Prospectus Insightful Investing

Holdings-based Characteristics

View Performance-based Characteristics
 
Portfolio characteristic data are based on unaudited net assets.

 
 
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Portfolio - Equity Level Data
(on 3/31/14)
Characteristics
Weighted Average Price/Earnings (next 12 months) 16.42x
Weighted Average Price/Cash Flow 12.13x
Weighted Average Price/Sales 1.86x
Weighted Average Price/Book 2.62x
Weighted Average IBES Long Term EPS Growth 13.29%
Weighted Average Market Cap $100.6b
Weighted Median Market Cap $58.5b
# of Stock Holdings 130
% in Stocks 98.96%
% in Cash & Other 1 1.04%
% in Top Ten 20.31%

Sector Weights
(on 3/31/14)
% Assets 
Technology 16.94%
Financial Services 16.78%
Capital Goods 14.85%
Health Care 13.52%
Energy 13.22%
Consumer Cyclicals 12.54%
Consumer Staples 7.19%
Telecom / CATV 3.93%
Cash & Other1 1.04%

Region
(on 3/31/14)
Country % Assets 
North America   98.17%
  United States 97.50%
  Canada 0.67%
Cash & Other1   1.04%
  Cash & Other 1.04%
Europe ex-U.K.   0.54%
  Netherlands 0.54%
Asia/Pacific ex-Japan   0.26%
  Hong Kong 0.26%

Weighted Average IBES Long Term EPS Growth sourced from: Thomson Reuters.

 

Equity Portfolio Characteristics displayed prior to 1/31/10 reflects its market value, and is not based on equivalent exposure, which may differ.

 

Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.

 

1 Cash and other assets are less liabilities; this may include derivative offsets.

 
This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.