MRERX Mutual Fund

MRERX Mutual Fund (MFS Core Equity Fund Class R2) is managed by MFS Investment Management with $15.2M in net assets. MRERX expense ratio is 1.13%, holding 169 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2003-10-31.

MRERX performance shows a YTD return of 7.88%. The 1-year return is 13.50% and the 5-year return is 8.89%. MRERX dividend yield stands at 12.78%, paid annually.

MRERX top holdings include Nvidia Corp. (7.1%), Apple, Inc (5.9%), Microsoft Corp (4.9%), Alphabet Inc Common Stock USD 0.001 (4.6%), Amazon.Com Inc (4.1%). 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.