MRGGX Mutual Fund
MRGGX Mutual Fund
MFS Core Equity Fund Class R1
MRGGX Mutual Fund Overview
MRGGX Mutual Fund (MFS Core Equity Fund Class R1) is managed by MFS Investment Management with $7.8M in net assets. MRGGX expense ratio is 1.63%, holding 169 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2005-04-01.
MRGGX performance shows a YTD return of 6.18%. The 1-year return is 13.62% and the 5-year return is 8.53%. MRGGX dividend yield stands at 15.91%, paid annually.
MRGGX top holdings include Nvidia Corp (7.1%), Apple Inc (5.9%), Microsoft Corp 4.100 Feb 06 37 (4.9%), 'alphabet Inc., Class 'a'' (4.6%), Amazon.Com Inc (4.1%). View all MRGGX holdings, sector breakdown, or dividend history.
MRGGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MRGGX alternatives are available via the screener, along with tax-loss harvesting opportunities.