MRFIX Mutual Fund

MRFIX Mutual Fund (MFS Research Fund Class I) is managed by MFS Investment Management with $4.08B in net assets. MRFIX expense ratio is 0.50%, holding 101 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1997-01-02.

MRFIX performance shows a YTD return of 8.67%. The 1-year return is 12.91% and the 5-year return is 9.05%. MRFIX dividend yield stands at 14.38%, paid annually.

MRFIX 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 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.