MFS Research Fund (MFRFX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MFRFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MFRFX
MFRFX charges 0.78% annually. There are 233 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | MFRFX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | MFRFX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | MFRFX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | MFRFX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | MFRFX vs BKTSX |
Best Risk-Adjusted Alternatives to MFRFX
MFRFX has a PortfoliosLab risk / return rank of 29. There are 322 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 94 | — | Mar 2021 | MFRFX vs SVPFX | |
| Pin Oak Equity | 92 | — | Aug 1992 | MFRFX vs POGSX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | MFRFX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | MFRFX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | MFRFX vs VPMAX |
Top Performing MFRFX Alternatives (YTD)
MFRFX is at 6.82% YTD. There are 329 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.63% | 17.20B | Dec 2004 | MFRFX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 25.33% | — | Nov 2004 | MFRFX vs POGRX | |
| Integrity ESG Growth & Income Fund | 24.87% | — | Jan 1995 | MFRFX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.98% | — | Dec 2015 | MFRFX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.20% | 92.00B | Nov 2001 | MFRFX vs VPMAX |
Lowest Volatility Alternatives to MFRFX
MFRFX has 12.41% 1-year volatility. There are 108 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.23% | — | Mar 2021 | MFRFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | MFRFX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | MFRFX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | MFRFX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | MFRFX vs JEPIX |
Lowest Drawdown Alternatives to MFRFX
MFRFX has a 1-year max drawdown of -9.63%. There are 238 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | MFRFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | MFRFX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | MFRFX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | MFRFX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | MFRFX vs QUERX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 15 | 4.31% | — | Jan 1996 | MFRFX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 47 | 9.75% | — | May 2006 | MFRFX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 47 | 9.68% | — | Feb 1996 | MFRFX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 36 | 8.57% | — | Sep 2004 | MFRFX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 5 | -2.31% | — | Jan 1935 | MFRFX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 8 | 3.12% | — | Jun 2012 | MFRFX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 8 | 3.06% | — | Jul 1997 | MFRFX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 27 | 4.94% | — | — | MFRFX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 45 | 9.53% | — | Jan 1996 | MFRFX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 35 | 8.16% | — | Jul 1924 | MFRFX vs MITTX |
Often Compared With MFRFX
Investors most often compare MFRFX with TCAF, SPY, SPHQ. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare MFRFX with Any Fund or Stock
Compare MFRFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MFRFX with funds that move differently
MFS Research Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MFRFX.
Explore MFRFX Diversifiers