MRGBX Mutual Fund
MRGBX Mutual Fund
MRGBX Mutual Fund
MFS Core Equity Fund Class B
MRGBX Mutual Fund Overview
MRGBX Mutual Fund (MFS Core Equity Fund Class B) is managed by MFS Investment Management with $2.5M in net assets. MRGBX expense ratio is 1.63%, holding 180 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1997-01-02.
MRGBX performance shows a YTD return of 10.37%. The 1-year return is 14.10% and the 5-year return is 8.76%. MRGBX dividend yield stands at 14.92%, paid annually.
MRGBX 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 MRGBX holdings, MRGBX sectors, or MRGBX dividends.
MRGBX can be compared against other funds. Use MRGBX overlap to find shared positions, or MRGBX vs another fund for a side-by-side view. MRGBX alternatives are available via the screener, along with tax-loss harvesting opportunities.