MFRHX Mutual Fund

MFRHX Mutual Fund (MFS Research Fund Class R3) is managed by MFS Investment Management with $16.7M in net assets. MFRHX expense ratio is 0.75%, holding 102 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2005-04-01.

MFRHX performance shows a YTD return of 6.60%. The 1-year return is 12.02% and the 5-year return is 8.96%. MFRHX dividend yield stands at 15.24%, paid annually.

MFRHX top holdings include Nvidia Corp. (8.3%), Apple, Inc (6.8%), Microsoft Corp (5.9%), Alphabet Inc Common Stock USD 0.001 (4.6%), Amazon.Com Inc (4.5%). Go to all MFRHX holdings, MFRHX sectors, or MFRHX dividends.

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