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MFS Research B (MFRBX)

48.95 -0.94 (-1.88%)

At close: October 30 at 8:03:04 PM EDT

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Previous Close 49.89
YTD Return 8.09%
Expense Ratio 1.50%
Category Large Blend
Last Cap Gain 54.00
Morningstar Rating
★ ★ ★ ★ ★
Morningstar Risk Rating Average
Net Assets 7.57B
Beta (5Y Monthly) 0.92
Yield 0.00%
5y Average Return --
Holdings Turnover 41.00%
Last Dividend 0.03
Inception Date Oct 13, 1971

The fund normally invests its assets primarily in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.

MFS

Fund Family

Large Blend

Fund Category

7.57B

Net Assets

1971-10-13

Inception Date

Trailing returns as of 10/29/2026. Category is Large Blend.

YTD Return

MFRBX

8.09%

Category

5.31%

1-Year Return

MFRBX

9.76%

Category

20.31%

3-Year Return

MFRBX

17.02%

Category

6.48%

5-Year Return

MFRBX

9.10%

Category

11.78%

MEGBX MFS Growth B

108.68 -2.68%

MITBX MFS Massachusetts Investors Tr B

35.69 -1.63%

MIGBX MFS Massachusetts Inv Gr Stk B

29.11 -1.99%

MTRBX MFS Total Return B

20.53 0.00%

MFRFX MFS Research A

60.11 -1.89%

Sector Weightings

Sector MFRBX

Technology 40.08%

Financial Services 11.59%

Industrials 11.30%

Healthcare 9.78%

Communication Services 9.37%

Consumer Cyclical 7.16%

Consumer Defensive 3.35%

Energy 3.16%

Utilities 1.92%

Basic Materials 1.35%

Real Estate 0.93%

U.S. markets closed

MFS Research B (MFRBX)

-1.55%

0.10%

3.07%

5.61%

-10.69%

-11.24%

40.30%

250.90%

MFS Research B Overview MFS / Large Blend

Fund Family

Fund Category

Net Assets

Inception Date

Performance Overview

YTD Return

1-Year Return

3-Year Return

5-Year Return

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Holdings

Sector Weightings

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