MRFIX Mutual Fund

MRFIX Mutual Fund (MFS Research Fund Class I) is managed by MFS Investment Management with $3.84B in net assets. MRFIX expense ratio is 0.50%, holding 100 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1997-01-02.

MRFIX performance shows a YTD return of 7.11%. The 1-year return is 7.28% and the 5-year return is 8.52%. MRFIX dividend yield stands at 0.75%, paid annually.

MRFIX top holdings include NVIDIA Corp (8.5%), Microsoft Corp (6.8%), Apple Inc (6.5%), Amazon.com Inc (4.7%), Alphabet Inc,class A (4.6%). 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.