Mfs Research Fund Quote
| MFRKX Fund | USD 65.33 0.28 0.43% |
Performance16 of 100
| Odds Of DistressLess than 16
|
Mfs Research is trading at 65.33 as of the 1st of December 2024; that is 0.43% up since the beginning of the trading day. The fund's open price was 65.05. Mfs Research has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Mfs Research Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of December 2022 and ending today, the 1st of December 2024. 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
Moving against Mfs Mutual Fund
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Blend Funds, Large Blend, MFS, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Mfs Research Fund [MFRKX] is traded in USA and was established 1st of December 2024. 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 21.55% with the current yeild of 0.01%, while the total return for the last 3 years was 7.96%.
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
| USB | US Bancorp | Stock | Financials | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| WMT | Walmart | Stock | Consumer Staples | |
| AMT | American Tower Corp | Stock | Real Estate | |
| BIDU | Baidu Inc | Stock | Communication Services | |
| AON | Aon PLC | Stock | Financials | |
| MDT | Medtronic PLC | Stock | Health Care | |
| CMCSA | Comcast Corp | 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 | 0.5076 | |||
| Semi Deviation | 0.611 | |||
| Standard Deviation | 0.7199 | |||
| Variance | 0.5183 |
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.
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