MSRRX Mutual Fund

MSRRX Mutual Fund (MFS Research Fund Cl R2) is managed by MFS Investment Management with $9.6M in net assets. MSRRX expense ratio is 1.00%, holding 100 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2003-10-31.

MSRRX performance shows a YTD return of 6.68%. The 1-year return is 6.76% and the 5-year return is 7.98%. MSRRX dividend yield stands at 0.25%, paid annually.

MSRRX 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 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.