MFRCX Rating, Research - Mfs Research C

Mfs Research C (mfrcx)

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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 mfrcx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Mfs Research C (MFRCX) Description: MFRCX is a mutual fund, which is an investment that owns a basket of assets. The MFRCX 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. MFRCXs minimum initial investment amount is $1000 while the IRA minimum is $250. MFRCXs expense ratio is roughly 2%. The latest MFRCXs front end load was 0% and the back end load was 1%. The Mfs Research C (MFRCX) mutual fund falls under the large-cap mixed category. MFRCX focuses its investments in USA and MFRCX is not affiliated with a particular industry or fund sector. The Mfs Research C (MFRCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MFRCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MFRCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation and, secondarily, seeks current income. The fund invests primarily in domestic equity securities (see equity research) (primarily common stocks (see stock research)) selected on a value basis. Equity investments in the portfolio normally will be weighted in favor of companies that pay dividends. In addition, the fund generally invests in mid- and large-capitalization companies that are diversified across different industries and sectors. The fund may also invest up to 30% of net assets in foreign securities.

Management Analysis Update

Performance Analysis Update