MRGAX Mutual Fund
MRGAX Mutual Fund
MRGAX Mutual Fund
MFS Core Equity Fund Class A
MRGAX Mutual Fund Overview
MRGAX Mutual Fund (MFS Core Equity Fund Class A) is managed by MFS Investment Management with $3.07B in net assets. MRGAX expense ratio is 0.88%, holding 169 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1996-01-02.
MRGAX performance shows a YTD return of 8.02%. The 1-year return is 13.77% and the 5-year return is 9.15%. MRGAX dividend yield stands at 12.55%, paid annually.
MRGAX 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 MRGAX holdings, MRGAX sectors, or MRGAX dividends.
MRGAX can be compared against other funds. Use MRGAX overlap to find shared positions, or MRGAX vs another fund for a side-by-side view. MRGAX alternatives are available via the screener, along with tax-loss harvesting opportunities.