MRGKX Mutual Fund

MRGKX Mutual Fund (MFS Core Equity Fund Class R6) is managed by MFS Investment Management with $2.31B in net assets. MRGKX expense ratio is 0.55%, holding 169 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2013-01-02.

MRGKX performance shows a YTD return of 8.24%. The 1-year return is 14.16% and the 5-year return is 9.96%. MRGKX dividend yield stands at 11.71%, paid annually.

MRGKX 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 MRGKX holdings, MRGKX sectors, or MRGKX dividends.

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