MRGJX Mutual Fund

MRGJX Mutual Fund (MFS Core Equity Fund Class R4) is managed by MFS Investment Management with $27.8M in net assets. MRGJX expense ratio is 0.63%, holding 169 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2005-04-01.

MRGJX performance shows a YTD return of 8.19%. The 1-year return is 14.09% and the 5-year return is 9.44%. MRGJX dividend yield stands at 12.57%, paid annually.

MRGJX 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 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.