MFRJX Mutual Fund
MFRJX Mutual Fund
MFRJX Mutual Fund
MFS Research Fund Class R4
MFRJX Mutual Fund Overview
MFRJX Mutual Fund (MFS Research Fund Class R4) is managed by MFS Investment Management with $12.2M in net assets. MFRJX expense ratio is 0.50%, holding 101 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2005-04-01.
MFRJX performance shows a YTD return of 6.75%. The 1-year return is 12.28% and the 5-year return is 9.23%. MFRJX dividend yield stands at 15.05%, paid annually.
MFRJX 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 MFRJX holdings, MFRJX sectors, or MFRJX dividends.
MFRJX can be compared against other funds. Use MFRJX overlap to find shared positions, or MFRJX vs another fund for a side-by-side view. MFRJX alternatives are available via the screener, along with tax-loss harvesting opportunities.