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 $80.3M in net assets. MRGCX expense ratio is 1.63%, holding 169 positions across sectors including Information Technology, Unknown, Financials. Inception date: 1997-01-02.
MRGCX performance shows a YTD return of 6.16%. The 1-year return is 13.60% and the 5-year return is 10.23%. MRGCX dividend yield stands at 15.91%, paid annually.
MRGCX top holdings include Nvidia Corp (7.1%), Apple Inc (5.9%), Microsoft Corp 4.100 Feb 06 37 (4.9%), 'alphabet Inc., Class 'a'' (4.6%), Amazon.Com Inc (4.1%). View all MRGCX holdings, sector breakdown, or dividend history.
MRGCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MRGCX alternatives are available via the screener, along with tax-loss harvesting opportunities.