MRFIX Mutual Fund
MRFIX Mutual Fund
MRFIX Mutual Fund
MFS Research Fund Class I
MRFIX Mutual Fund Overview
MRFIX Mutual Fund (MFS Research Fund Class I) is managed by MFS Investment Management with $4.37B in net assets. MRFIX expense ratio is 0.50%, holding 102 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1997-01-02.
MRFIX performance shows a YTD return of 6.75%. The 1-year return is 12.29% and the 5-year return is 9.23%. MRFIX dividend yield stands at 14.64%, paid annually.
MRFIX 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 MRFIX holdings, MRFIX sectors, or MRFIX dividends.
MRFIX can be compared against other funds. Use MRFIX overlap to find shared positions, or MRFIX vs another fund for a side-by-side view. MRFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.