MFRJX Mutual Fund
MFRJX Mutual Fund
MFS Research Fund Class R4
MFRJX Mutual Fund Overview
MFRJX Mutual Fund (MFS Research Fund Class R4) is managed by MFS Investment Management with $11.9M in net assets. MFRJX expense ratio is 0.50%, holding 102 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2005-04-01.
MFRJX performance shows a YTD return of 6.12%. The 1-year return is 14.48% and the 5-year return is 8.38%. MFRJX dividend yield stands at 15.41%, paid annually.
MFRJX top holdings include Nvidia Corp (8.3%), Apple Inc (6.8%), Microsoft Corp 4.100 Feb 06 37 (5.9%), 'alphabet Inc., Class 'a'' (4.6%), Amazon.Com Inc (4.5%). View all MFRJX holdings, sector breakdown, or dividend history.
MFRJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MFRJX alternatives are available via the screener, along with tax-loss harvesting opportunities.