Mfs Research Fund Quote
| MFRKX Fund | USD 59.78 0.14 0.23% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Mfs Research is trading at 59.78 as of the 31st of January 2025; that is 0.23% up since the beginning of the trading day. The fund's open price was 59.64. Mfs Research has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
The fund normally invests its assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest in a company or other issuer. More on Mfs Research Fund
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Blend Funds, Large Blend, MFS, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
Mfs Research Fund [MFRKX] is traded in USA and was established 31st of January 2025. Mfs Research is listed under MFS category by Fama And French industry classification. The fund is listed under Large Blend category and is part of MFS family. This fund now has accumulated 5.84 B in assets with no minimum investment requirementsMfs Research is currently producing year-to-date (YTD) return of 4.24% with the current yeild of 0.01%, while the total return for the last 3 years was 10.98%.
Check Mfs Research Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Research Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs Research Fund Mutual Fund Constituents
| SCHW | Charles Schwab Corp | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| MSFT | Microsoft | Stock | Information Technology | |
| MDT | Medtronic PLC | Stock | Health Care | |
| MA | Mastercard | Stock | Financials | |
| PNC | PNC Financial Services | Stock | Financials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
Mfs Research Top Holders
| MACNX | Mfs Servative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| MLFJX | Mfs Lifetime 2040 | Mutual Fund | Target-Date 2040 | |
| MFFPX | Mfs Lifetime 2050 | Mutual Fund | Target-Date 2050 | |
| MAGMX | Mfs Growth Allocation | Mutual Fund | Allocation--70% to 85% Equity | |
| LTMSX | Mfs Lifetime 2045 | Mutual Fund | Target-Date 2045 | |
| MLFIX | Mfs Lifetime 2040 | Mutual Fund | Target-Date 2040 | |
| MAGEX | Mfs Growth Allocation | Mutual Fund | Allocation--70% to 85% Equity | |
| MFJTX | Mfs Lifetime 2060 | Mutual Fund | Target-Date 2060+ |
Mfs Research Risk Profiles
| Mean Deviation | 0.7283 | |||
| Standard Deviation | 1.35 | |||
| Variance | 1.83 | |||
| Risk Adjusted Performance | (0.03) |
Mfs Research Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Research financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Research security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |