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 $4.17B in net assets. MRFIX expense ratio is 0.50%, holding 102 positions across sectors including Information Technology, Unknown, Financials. Inception date: 1997-01-02.
MRFIX performance shows a YTD return of 6.12%. The 1-year return is 14.47% and the 5-year return is 8.42%. MRFIX dividend yield stands at 14.72%, paid annually.
MRFIX 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 MRFIX holdings, sector breakdown, or dividend history.
MRFIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MRFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.