MFRBX Mutual Fund
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 $918,085.25 in net assets. MFRBX expense ratio is 1.50%, holding 101 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1993-09-07.
MFRBX performance shows a YTD return of 7.92%. The 1-year return is 9.76% and the 5-year return is 7.96%.
MFRBX top holdings include Nvidia Corp (8.2%), Apple, Inc (7.1%), Microsoft Corp (6.1%), Amazon.Com Inc (5.0%), Alphabet Inc (5.0%). Go to all MFRBX holdings, MFRBX sectors, or MFRBX dividends.
MFRBX can be compared against other funds. Use MFRBX overlap to find shared positions, or MFRBX vs another fund for a side-by-side view. MFRBX alternatives are available via the screener, along with tax-loss harvesting opportunities.