MFRBX Mutual Fund
MFRBX Mutual Fund
MFRBX Mutual Fund
MFS Research Fund Class B
MFRBX Mutual Fund Overview
MFRBX Mutual Fund (MFS Research Fund Class B) is managed by MFS Investment Management with $1.1M 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 6.14%. The 1-year return is 11.17% and the 5-year return is 8.14%. MFRBX dividend yield stands at 17.52%, paid annually.
MFRBX top holdings include Nvidia Corp (8.4%), Apple, Inc (6.9%), Alphabet Inc,class A (5.0%), Microsoft Corp (4.8%), Amazon.Com Inc (4.4%). 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.