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 $83.9M in net assets. MRGCX expense ratio is 1.63%, holding 169 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1997-01-02.
MRGCX performance shows a YTD return of 7.55%. The 1-year return is 12.93% and the 5-year return is 8.77%. MRGCX dividend yield stands at 15.71%, paid annually.
MRGCX 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 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.