MFRJX Mutual Fund

MFRJX Mutual Fund (MFS Research Fund Class R4) is managed by MFS Investment Management with $12.6M in net assets. MFRJX expense ratio is 0.50%, holding 102 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 15.32%, paid annually.

MFRJX 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 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.