MEGBX Mutual Fund

MEGBX Mutual Fund (MFS Growth Fund Class B) is managed by MFS Investment Management with $12.3M in net assets. MEGBX expense ratio is 1.61%, holding 80 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 1986-12-29.

MEGBX performance shows a YTD return of 1.42%. The 1-year return is 2.00% and the 5-year return is 7.25%. MEGBX dividend yield stands at 23.09%, paid semi-annually.

MEGBX top holdings include Nvidia Corp (13.9%), Alphabet Inc,class A (10.6%), Apple, Inc (6.6%), Broadcom Inc (4.0%), Microsoft Corp (3.7%). Go to all MEGBX holdings, MEGBX sectors, or MEGBX dividends.

MEGBX can be compared against other funds. Use MEGBX overlap to find shared positions, or MEGBX vs another fund for a side-by-side view. MEGBX alternatives are available via the screener, along with tax-loss harvesting opportunities.