MRGHX Mutual Fund

MRGHX Mutual Fund (MFS Core Equity Fund Class R3) is managed by MFS Investment Management with $35.1M 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 8.04%. The 1-year return is 13.80% and the 5-year return is 9.59%. MRGHX dividend yield stands at 12.15%, paid annually.

MRGHX top holdings include Nvidia Corp (7.4%), Apple, Inc (5.4%), Alphabet Inc,class A (5.1%), Amazon.Com Inc (4.5%), Microsoft Corp (4.2%). 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.