MEGBX Mutual Fund

MEGBX Mutual Fund (MFS Growth Fund Class B) is managed by MFS Investment Management with $11.1M in net assets. MEGBX expense ratio is 1.61%, holding 82 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 1986-12-29.

MEGBX performance shows a YTD return of 4.21%. The 1-year return is 5.71% and the 5-year return is 7.05%. MEGBX dividend yield stands at 23.09%, paid semi-annually.

MEGBX top holdings include Nvidia Corp (14.5%), Alphabet Inc,class A (11.4%), Apple, Inc (6.3%), Microsoft Corp (4.4%), Broadcom Inc (4.3%). 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.