MEGRX Mutual Fund

MEGRX Mutual Fund (MFS Growth Fund Class R2) is managed by MFS Investment Management with $137.6M in net assets. MEGRX expense ratio is 1.11%, holding 80 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 16.39%, paid semi-annually.

MEGRX 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 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.