Nasdaq - Delayed Quote
USD
MFS Research B (MFRBX)
48.95
-0.94
(-1.88%)
At close: October 30 at 8:03:04 PM EDT
Fund Summary
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 Research B
Boston, MA 2199
111 Huntington Avenue 24th Floor
Fund Overview
| Category | Large Blend |
| Fund Family | MFS |
| Net Assets | 7.57B |
| YTD Return | 8.09% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 13, 1971 |
Fund Operations
| Last Dividend | 0.03 |
| Last Cap Gain | 54.00 |
|---|---|
| Holdings Turnover | 41.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | MFRBX | Category Average |
|---|---|---|
|
Annual Report Expense Ratio (net)
|
1.50% | 0.78% |
|
Prospectus Net Expense Ratio
|
1.50% | -- |
|
Prospectus Gross Expense Ratio
|
1.51% | -- |
|
Max 12b1 Fee
|
-- | -- |
|
Max Front End Sales Load
|
-- | -- |
|
Max Deferred Sales Load
|
-- | -- |
|
3 Yr Expense Projection
|
0 | -- |
|
5 Yr Expense Projection
|
0 | -- |
|
10 Yr Expense Projection
|
0 | -- |
Management Information
Joseph G. MacDougall, Lead Manager since May 31, 2008
- As an Equity Institutional Portfolio Manager, participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. Communicates investment policy, strategy, and positioning., .
- Joined MFS in 2000; previous positions include Senior Product Manager.
- Affiliations include CFA Institute, CFA Society of Boston,.
- Boston University, MBA
- Boston College, BSMorningstar Style Box
