MRGBX Mutual Fund

MRGBX Mutual Fund (MFS Core Equity Fund Class B) is managed by MFS Investment Management with $3.3M in net assets. MRGBX expense ratio is 1.63%, holding 169 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1997-01-02.

MRGBX performance shows a YTD return of 7.56%. The 1-year return is 12.93% and the 5-year return is 8.78%. MRGBX dividend yield stands at 15.31%, paid annually.

MRGBX 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 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.