MFRBX Rating, Research - Mfs Research B

Mfs Research B (mfrbx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 274

Threats + Weaknesses = 143

When strengths & opportunities substantially exceed threats & weaknesses an investment in the mfrbx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Mfs Research B (MFRBX) Description: MFRBX is a mutual fund, which is an investment that owns a basket of assets. The MFRBX mutual fund was provided by Mfs and this investment vehicle derives the majority of its value from equity holdings (stocks). Mfss mutual fund has a medium management tenure and is in the small fund size classification. MFRBXs minimum initial investment amount is $1000 while the IRA minimum is $250. MFRBXs expense ratio is roughly 2%. The latest MFRBXs front end load was 0% and the back end load was 4%. The Mfs Research B (MFRBX) mutual fund falls under the large-cap mixed category. MFRBX focuses its investments in USA and MFRBX is not affiliated with a particular industry or fund sector. The Mfs Research B (MFRBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MFRBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MFRBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks a combination of high current income and capital appreciation. The fund invests primarily in common stock and convertible securities of large and medium size domestic value companies. It also invests in debt securities, which are primarily investment grade, including U.S. government securities and corporate bonds and notes issued by large and medium size domestic companies. The fund may also invest a significant portion of total assets in cash or cash equivalents.

Management Analysis Update

Performance Analysis Update