MSRRX Mutual Fund

MSRRX Mutual Fund (MFS Research Fund Cl R2) is managed by MFS Investment Management with $10.2M in net assets. MSRRX expense ratio is 1.00%, holding 101 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2003-10-31.

MSRRX performance shows a YTD return of 6.43%. The 1-year return is 11.71% and the 5-year return is 8.69%. MSRRX dividend yield stands at 15.69%, paid annually.

MSRRX top holdings include Nvidia Corp (8.4%), Apple, Inc (6.9%), Alphabet Inc,class A (5.0%), Microsoft Corp (4.8%), Amazon.Com Inc (4.4%). Go to all MSRRX holdings, MSRRX sectors, or MSRRX dividends.

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