MFRLX Mutual Fund
MFRLX Mutual Fund
MFRLX Mutual Fund
MFS Research Fund Class R1
MFRLX Mutual Fund Overview
MFRLX Mutual Fund (MFS Research Fund Class R1) is managed by MFS Investment Management with $2.1M in net assets. MFRLX expense ratio is 1.50%, holding 101 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2005-04-01.
MFRLX performance shows a YTD return of 7.98%. The 1-year return is 11.79% and the 5-year return is 8.48%. MFRLX dividend yield stands at 18.45%, paid annually.
MFRLX top holdings include Nvidia Corp (8.2%), Apple, Inc (7.1%), Microsoft Corp (6.1%), Amazon.Com Inc (5.0%), Alphabet Inc,class A (5.0%). Go to all MFRLX holdings, MFRLX sectors, or MFRLX dividends.
MFRLX can be compared against other funds. Use MFRLX overlap to find shared positions, or MFRLX vs another fund for a side-by-side view. MFRLX alternatives are available via the screener, along with tax-loss harvesting opportunities.