MRGCX Mutual Fund
MRGCX Mutual Fund
MRGCX Mutual Fund
MFS Core Equity Fund Class C
MRGCX Mutual Fund Overview
MRGCX Mutual Fund (MFS Core Equity Fund Class C) is managed by MFS Investment Management with $78.4M in net assets. MRGCX expense ratio is 1.63%, holding 180 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1997-01-02.
MRGCX performance shows a YTD return of 10.36%. The 1-year return is 14.06% and the 5-year return is 8.75%. MRGCX dividend yield stands at 15.31%, paid annually.
MRGCX 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 MRGCX holdings, MRGCX sectors, or MRGCX dividends.
MRGCX can be compared against other funds. Use MRGCX overlap to find shared positions, or MRGCX vs another fund for a side-by-side view. MRGCX alternatives are available via the screener, along with tax-loss harvesting opportunities.