MFRLX Mutual Fund
MFRLX Mutual Fund
MFS Research Fund Class R1
MFRLX Mutual Fund Overview
MFRLX Mutual Fund (MFS Research Fund Class R1) is managed by MFS Investment Management with $2.1M in net assets. MFRLX expense ratio is 1.50%, holding 102 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2005-04-01.
MFRLX performance shows a YTD return of 5.63%. The 1-year return is 13.36% and the 5-year return is 9.14%. MFRLX dividend yield stands at 18.86%, paid annually.
MFRLX top holdings include Nvidia Corp (8.3%), Apple Inc (6.8%), Microsoft Corp 4.100 Feb 06 37 (5.9%), 'alphabet Inc., Class 'a'' (4.6%), Amazon.Com Inc (4.5%). View all MFRLX holdings, sector breakdown, or dividend history.
MFRLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MFRLX alternatives are available via the screener, along with tax-loss harvesting opportunities.