MFRFX
MFS Research Fund Class A
1W: -1.0%
1M: +0.3%
3M: +1.8%
YTD: +8.6%
1Y: -4.8%
3Y: +40.8%
5Y: +32.8%
$61.48
+0.43 (+0.70%)
Weekly Expected Move ±1.5%
$59
$60
$61
$62
$63
Similar ETFs
20 peers by holdings overlap (102 holdings)
MRGAX
MFS Series Trust I: MFS Core Equity Fund - Class A
74.9%
Shared84 holdings
Total167
AUM$3.5B
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MFEGX
MFS Growth A
56.3%
Shared37 holdings
Total68
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HAVGX
Haverford Quality Growth Stock Fund
54.0%
Shared34 holdings
Total34
AUM$304M
Price$26.47
IBALX
Transamerica Multi-Managed Balanced Fund
53.6%
Shared48 holdings
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CVTRX
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53.0%
Shared31 holdings
Total89
AUM$3.5B
Price$59.90
JHQAX
JPMorgan Hedged Equity A
53.0%
Shared46 holdings
Total155
AUM$18.8B
Price$35.41
JPGSX
JPMorgan U.S. GARP Equity Fund Class I
52.7%
Shared33 holdings
Total91
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FMILX
Fidelity New Millennium Fund
51.8%
Shared37 holdings
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CSQ
Calamos Strategic Total Return Fund
51.8%
Shared35 holdings
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JABAX
Janus Henderson Balanced Fund - T Shares
51.1%
Shared29 holdings
Total66
AUM$28.0B
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NMIAX
Columbia Large Cap Enhanced Core Fund Class A
50.6%
Shared31 holdings
Total99
AUM$485M
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DLCEX
Dana Large Cap Equity Fund
50.5%
Shared36 holdings
Total51
AUM$70M
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SWANX
Schwab Core Equity
50.5%
Shared24 holdings
Total58
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JLPSX
JPMorgan U.S. Large Cap Core Plus Fund I Class
50.4%
Shared45 holdings
Total259
AUM$3.8B
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FFA
First Trust Enhanced Equity Income Fund
50.4%
Shared40 holdings
Total62
AUM$444M
Price$22.21
PGEOX
George Putnam Balanced Class A
50.3%
Shared45 holdings
Total137
AUM$2.4B
Price$29.03
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
50.3%
Shared79 holdings
Total500
AUM$2.1B
Price$21.44
PNRAX
Putnam Research Fund Class A
50.2%
Shared45 holdings
Total137
AUM$783M
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BUFEX
Buffalo Blue Chip Growth Fund Investor Class
49.8%
Shared29 holdings
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FBALX
Fidelity Balanced Fund
49.6%
Shared53 holdings
Total293
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Price$35.44
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MFRFX | $8.1B | 98 | 43.0% | 13.9 | 3.8 | 3.6 | 31.5% | 26.0% | 1.35% | +16.0% | +34.4% | 59.8 | 6.4 |
| MRGAX | $3.5B | 167 | 38.2% | 14.3 | 4.0 | 3.8 | 31.6% | 26.4% | 1.34% | +15.8% | +32.8% | 57.3 | 6.2 |
| MFEGX | $42.6B | 68 | 60.1% | 7.8 | 2.5 | 3.0 | 38.4% | 38.4% | 0.68% | +16.8% | +46.4% | 65.5 | 6.4 |
| HAVGX | $304M | 34 | 117.2% | 13.0 | 3.9 | 4.0 | 34.7% | 31.2% | 1.44% | +28.2% | +26.0% | 53.9 | 6.4 |
| IBALX | $1.5B | 162 | 24.5% | 15.4 | 4.3 | 4.2 | 32.3% | 27.1% | 1.28% | +23.8% | +41.6% | 60.3 | 6.3 |
| CVTRX | $3.5B | 89 | 36.2% | 11.8 | 1.9 | 1.5 | 17.6% | 12.4% | 1.07% | +25.4% | +47.9% | 56.4 | 6.4 |
| JHQAX | $18.8B | 155 | 37.8% | 15.2 | 4.1 | 3.9 | 30.9% | 26.0% | 1.36% | +22.0% | +37.7% | 60.0 | 6.3 |
| JPGSX | $1.6B | 91 | 58.4% | 12.1 | 3.8 | 4.0 | 36.9% | 33.2% | 0.77% | +23.6% | +46.0% | 60.9 | 6.3 |
| FMILX | $6.2B | 119 | 36.5% | 8.5 | 2.7 | 2.8 | 36.1% | 33.2% | 1.09% | +20.9% | +39.7% | 58.3 | 6.2 |
| CSQ | $3.3B | 152 | 42.5% | 11.7 | 1.9 | 1.4 | 17.2% | 12.0% | 1.14% | +24.8% | +47.6% | 55.9 | 6.3 |
| JABAX | $28.0B | 66 | 28.1% | 15.2 | 4.6 | 4.6 | 35.2% | 30.0% | 1.19% | +21.9% | +33.9% | 59.5 | 6.3 |