MRGGX Mutual Fund
MRGGX Mutual Fund
MRGGX Mutual Fund
MFS Core Equity Fund Class R1
MRGGX Mutual Fund Overview
MRGGX Mutual Fund (MFS Core Equity Fund Class R1) is managed by MFS Investment Management with $8.1M in net assets. MRGGX expense ratio is 1.63%, holding 180 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2005-04-01.
MRGGX performance shows a YTD return of 10.38%. The 1-year return is 14.09% and the 5-year return is 8.76%. MRGGX dividend yield stands at 15.30%, paid annually.
MRGGX 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 MRGGX holdings, MRGGX sectors, or MRGGX dividends.
MRGGX can be compared against other funds. Use MRGGX overlap to find shared positions, or MRGGX vs another fund for a side-by-side view. MRGGX alternatives are available via the screener, along with tax-loss harvesting opportunities.