MFRKX Mutual Fund

MFRKX Mutual Fund (MFS Research Fund Class R6) is managed by MFS Investment Management with $2.05B in net assets. MFRKX expense ratio is 0.44%, holding 102 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2006-05-01.

MFRKX performance shows a YTD return of 6.77%. The 1-year return is 12.34% and the 5-year return is 9.30%. MFRKX dividend yield stands at 15.44%, paid annually.

MFRKX 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 MFRKX holdings, MFRKX sectors, or MFRKX dividends.

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