MEGRX Mutual Fund

MEGRX Mutual Fund (MFS Growth Fund Class R2) is managed by MFS Investment Management with $144.6M in net assets. MEGRX expense ratio is 1.11%, holding 70 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2003-10-31.

MEGRX performance shows a YTD return of 1.70%. The 1-year return is 2.51% and the 5-year return is 7.79%. MEGRX dividend yield stands at 16.18%, paid semi-annually.

MEGRX top holdings include Nvidia Corp. (13.8%), Microsoft Corp (9.4%), Apple, Inc (9.1%), Alphabet Inc Common Stock USD 0.001 (8.0%), Amazon.Com Inc (6.1%). Go to all MEGRX holdings, MEGRX sectors, or MEGRX dividends.

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