MRGJX Mutual Fund
MRGJX Mutual Fund
MRGJX Mutual Fund
MFS Core Equity Fund Class R4
MRGJX Mutual Fund Overview
MRGJX Mutual Fund (MFS Core Equity Fund Class R4) is managed by MFS Investment Management with $25.7M in net assets. MRGJX expense ratio is 0.63%, holding 180 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2005-04-01.
MRGJX performance shows a YTD return of 11.10%. The 1-year return is 15.22% and the 5-year return is 9.43%. MRGJX dividend yield stands at 12.24%, paid annually.
MRGJX 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 MRGJX holdings, MRGJX sectors, or MRGJX dividends.
MRGJX can be compared against other funds. Use MRGJX overlap to find shared positions, or MRGJX vs another fund for a side-by-side view. MRGJX alternatives are available via the screener, along with tax-loss harvesting opportunities.