MFRBX Mutual Fund
MFRBX Mutual Fund
MFS Research Fund Class B
MFRBX Mutual Fund Overview
MFRBX Mutual Fund (MFS Research Fund Class B) is managed by MFS Investment Management with $1.2M in net assets. MFRBX expense ratio is 1.50%, holding 102 positions across sectors including Information Technology, Unknown, Financials. Inception date: 1993-09-07.
MFRBX performance shows a YTD return of 5.62%. The 1-year return is 13.36% and the 5-year return is 13.43%. MFRBX dividend yield stands at 17.90%, paid annually.
MFRBX top holdings include Nvidia Corp. (8.3%), Apple, Inc (6.8%), Microsoft Corp 4.100 Feb 06 37 (5.9%), Alphabet Inc Common Stock USD 0.001 (4.6%), Amazon.Com Inc (4.5%). View all MFRBX holdings, sector breakdown, or dividend history.
MFRBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MFRBX alternatives are available via the screener, along with tax-loss harvesting opportunities.