MFS Research FundMFRJX

MUTUAL FUNDMFS
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$7.3B
Expense ratio
0.50%
1-year return
+12.9%
3 years, a year
+16.2%
5 years, a year
+9.0%
Holdings
102

What it aims to do.

The funds investment objective is to seek capital appreciation.

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp.8.34%
AAPL Apple, Inc.6.84%
MSFT Microsoft Corp.5.88%
GOOGL Alphabet, Inc.4.62%
AMZN Amazon.com, Inc.4.50%
AVGO Broadcom, Inc.3.08%
META Meta Platforms, Inc.2.83%
MA Mastercard, Inc.2.52%
JPM JPMorgan Chase & Co.2.49%
XOM Exxon Mobil Corp.1.93%

More on MFRJX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.