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 $2.98B in net assets. MRGAX expense ratio is 0.88%, holding 180 positions across sectors including Information Technology, Financials, Industrials. 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 9.59%. MRGAX dividend yield stands at 12.22%, paid annually.
MRGAX top holdings include Nvidia Corp (7.4%), Apple, Inc (5.4%), Alphabet Inc,class A (5.1%), Amazon.Com Inc (4.5%), Microsoft Corp (4.2%). 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.