- What does MFRFX invest in?
- The fund's main goal is to generate growth in its capital for investors. It typically accomplishes this by primarily dedicating its assets to equity-based investments. These equity investments encompass both common stocks and other financial instruments that either signify an ownership stake or provide the potential to acquire one in a company or similar entity.
- What is the expense ratio of MFRFX?
- Massachusetts Financial Research Fund A (MFRFX) charges an expense ratio of 0.75%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is MFRFX?
- Massachusetts Financial Research Fund A (MFRFX) manages $7.88B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is MFRFX actively managed or an index fund?
- MFRFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was MFRFX launched?
- Massachusetts Financial Research Fund A (MFRFX) launched in May 1973 and is managed by the fund issuer.
- How has MFRFX performed?
- MFRFX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
