MRERX Mutual Fund
MRERX Mutual Fund
MRERX Mutual Fund
MFS Core Equity Fund Class R2
MRERX Mutual Fund Overview
MRERX Mutual Fund (MFS Core Equity Fund Class R2) is managed by MFS Investment Management with $14.7M in net assets. MRERX expense ratio is 1.13%, holding 180 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2003-10-31.
MRERX performance shows a YTD return of 10.74%. The 1-year return is 14.64% and the 5-year return is 8.88%. MRERX dividend yield stands at 12.45%, paid annually.
MRERX top holdings include Nvidia Corp (7.1%), Apple, Inc (5.6%), Microsoft Corp (5.2%), Amazon.Com Inc (5.1%), Alphabet Inc,class A (5.1%). Go to all MRERX holdings, MRERX sectors, or MRERX dividends.
MRERX can be compared against other funds. Use MRERX overlap to find shared positions, or MRERX vs another fund for a side-by-side view. MRERX alternatives are available via the screener, along with tax-loss harvesting opportunities.