MRGHX Mutual Fund

MRGHX Mutual Fund (MFS Core Equity Fund Class R3) is managed by MFS Investment Management with $34.7M in net assets. MRGHX expense ratio is 0.88%, holding 180 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2005-04-01.

MRGHX performance shows a YTD return of 10.92%. The 1-year return is 14.93% and the 5-year return is 9.16%. MRGHX dividend yield stands at 12.15%, paid annually.

MRGHX 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 MRGHX holdings, MRGHX sectors, or MRGHX dividends.

MRGHX can be compared against other funds. Use MRGHX overlap to find shared positions, or MRGHX vs another fund for a side-by-side view. MRGHX alternatives are available via the screener, along with tax-loss harvesting opportunities.