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Is MFS Research I Fund (MRFIX) Worth Another Look?

MFS Research I (MRFIX) a Zacks Rank #2 (Buy) invests, under normal market conditions, at least 80% of its total assets in common stocks and related securities. The fund focuses on companies that the fund manager believes have favorable prospects for long-term growth, attractive valuations based on current and expected earnings or cash flow, dominant or growing market share and superior management.

This Large Growth fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value and Intermediate Bond. Further, as of the last filing, CITIGROUP INC, VISA INC and ALPHABET INC were the top holdings for MRFIX.

The MFS Research I fund, managed by MFS, carries an expense ratio of 0.57%. Moreover,

MRFIX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 17.37%, 3 year 8.93% and 5 year 14.18%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .

MRFIX’s performance, as of the last filing, when compared to funds in its category was in the top 23% over the past 3 years and in the top 28% over the past 5 years.

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