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MFS Research R1 (MFRLX) Fund Ranking and Research

Ranking, Research and Recommendation of MFS Research R1 (MFRLX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of MFS Research R1 Fund (MFRLX) ManagerFund Manager - Joseph G. MacDougall

Fund Manager Information

Fund Manager Tenure: 11.8 years
Similar Funds: MFRBX  MFRCX  MFRFX  MFRHX  MFRJX  MFRKX 
Fund Family: MFS
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)
Joseph G. MacDougall is an Investment Officer and Associate Portfolio Manager working directly on the firm's value and core equity portfolios. In addition, he serves as Portfolio Manager on the firm's research portfolios, providing general oversight of analyst-led portfolios. Joseph joined MFS in 2000 and was named Associate Portfolio Manager in 2005. He has over ten years of experience in the investment industry.  Get more insights on Joseph G. MacDougall

 

Graph of MFS Research R1 Fund (MFRLX) ProfileMFS Research R1 Fund (MFRLX) Profile

Fund Profile and Description

MFS Research R1 Fund seeks capital appreciation. MFS Research R1 Fund normally invests assets primarily in equity securities. It may invest in the stock of growth companies, value companies, or in a combination of growth and value companies. MFS Research R1 Fund may invest assets in companies of any size, and generally focuses on companies with large capitalizations. It may invest in foreign securities and derivatives.

 

MFS Research R1 (MFRLX) Fund Strength What we like about MFS Research R1 (MFRLX) Fund

Data for MFS Research R1 Fund (MFRLX) as of May 30, 2016

  • MFS Research R1 Fund (MFRLX) management has been with MFS Research R1 Fund for 11.8 years
  • MFS Research R1 Fund (MFRLX) has good short-term performance (1-year return -0.27% vs -1.15% Large Blend category median performance)
  • MFS Research R1 Fund (MFRLX) ratio of up-years vs down years is greater than 2
  • Asset base in MFS Research R1 Fund (MFRLX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • MFS Research R1 Fund (MFRLX) has an annual stock turnover rate of 44.00% vs Large Blend average of 53.12%. It is good that MFS Research R1 management does not trade extensively for its return.
  • MFS Research R1 Fund (MFRLX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.14, lower than category average of 11.67

MFS Research R1 Fund (MFRLX) Weakness What we are cautious about MFS Research R1 (MFRLX) Fund

Data for MFS Research R1 Fund (MFRLX) as of May 30, 2016

  • MFS Research R1 Fund (MFRLX) has a less-than-ideal mid-term performance (3-year return 8.87% vs 9.43% Large Blend category median performance)
  • MFS Research R1 Fund (MFRLX) has a less-than-ideal Long-term performance (5-year return 9.70% vs 10.15% Large Blend category median performance)
  • MFS Research R1 Fund (MFRLX) has a Morningstar rating of 3 and below
  • MFS Research R1 Fund (MFRLX) is less safe compared to its Large Blend peers
  • MFS Research R1 Fund (MFRLX) has a higher expense ratio of 1.57% than its Large Blend average of 1.02%
  • Even though MFS Research R1 Fund carries no load, it does have a 1.00% of 12b1 promotion, distributions, marketing expenses
See MFS Research R1 Fund (MFRLX) performance details as of May 30, 2016

 

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Compare MFS Research R1 Fund (MFRLX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
MFS Research R13.03-0.278.879.70
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare MFS Research R1 Fund (MFRLX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of MFS Research R1 Fund (MFRLX) Net Asset TrackingMFS Research R1 (MFRLX) Fund Net Asset

Track net asset change of MFS Research R1 fund (MFRLX)

DateNet Asset
05/2016$4.93B
03/2016$4.82B
02/2016$4.54B
More historic net asset information on MFS Research R1 Fund (MFRLX)

  

Graph of MFS Research R1 Fund (MFRLX) Portfolio TrackingMFS Research R1 (MFRLX) Fund Portfolio Allocation

Track portfolio allocation change of MFS Research R1 fund (MFRLX)

DateCashStockBondOther
04/20160.93%98.73%0%0%
02/20160.75%98.41%0%0.49%
01/20160.96%98.25%0%0.49%
Click here to see more historic asset allocation information on MFS Research R1 Fund (MFRLX)

 

graph of MFS Research R1 Fund (MFRLX) Top 10 Position TrackingTop 10 Holdings in MFS Research R1 (MFRLX) Fund

Discover what MFS Research R1 Fund (MFRLX) manager is buying

Apr 29, 2016
Danaher Corporation Common Stoc [2.46%]
Visa Inc. [2.36%]
Apple Inc. [2.35%]
Wells Fargo & Company Common St [2.18%]
Alphabet Inc. [2.15%]
JP Morgan Chase & Co. Common St [2.05%]
Facebook, Inc. [1.69%]
Amazon.com, Inc. [1.68%]
Medtronic plc. Ordinary Shares [1.53%]
BlackRock, Inc. Common Stock [1.38%]

Feb 28, 2016
Apple Inc. [2.83%]
Danaher Corporation Common Stoc [2.62%]
Visa Inc. [2.41%]
Alphabet Inc. [2.36%]
Wells Fargo & Company Common St [2.25%]
JP Morgan Chase & Co. Common St [1.98%]
Facebook, Inc. [1.67%]
Medtronic plc. Ordinary Shares [1.57%]
Exxon Mobil Corporation Common [1.53%]
Amazon.com, Inc. [1.53%]

Jan 30, 2016
Apple Inc. [2.8%]
Danaher Corporation Common Stoc [2.5%]
Alphabet Inc. [2.47%]
Visa Inc. [2.44%]
Wells Fargo & Company Common St [2.35%]
JP Morgan Chase & Co. Common St [2.07%]
Facebook, Inc. [1.73%]
Amazon.com, Inc. [1.6%]
Medtronic plc. Ordinary Shares [1.52%]
Exxon Mobil Corporation Common [1.45%]
Click here for Stock Holding Change Map in MFS Research R1 Fund (MFRLX)

  

Latest News on MFS Research R1 (MFRLX) Fund

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MFS Research R1 Fund (MFRLX) Related ResourcesSee more information on MFS Research R1 (MFRLX) Fund

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