3 / 5 Stars
4 4 5 4 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#101 in Large Growth
U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.01 percent over the past year, 15.55 percent over the past three years, 18.06 percent over the past five years, and 8.59 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.2%|
|3 Years (Annualized)||15.6%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||8.6%|
The investment seeks capital appreciation. The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, equity interests in real estate investment trusts (REITs), and depositary receipts for such securities. It may invest the fund's assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.
Fees are Average compared to funds in the same category.
MFS® Research Fund has an expense ratio of 0.87 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.