MFRBX Mutual Fund

MFRBX Mutual Fund (MFS Research Fund Class B) is managed by MFS Investment Management with $887,892.31 in net assets. MFRBX expense ratio is 1.50%, holding 101 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1993-09-07.

MFRBX performance shows a YTD return of 7.97%. The 1-year return is 11.78% and the 5-year return is 7.96%. MFRBX dividend yield stands at 17.52%, paid annually.

MFRBX top holdings include Nvidia Corp (8.2%), Apple, Inc (7.1%), Microsoft Corp (6.1%), Amazon.Com Inc (5.0%), Alphabet Inc,class A (5.0%). Go to all MFRBX holdings, MFRBX sectors, or MFRBX dividends.

MFRBX can be compared against other funds. Use MFRBX overlap to find shared positions, or MFRBX vs another fund for a side-by-side view. MFRBX alternatives are available via the screener, along with tax-loss harvesting opportunities.