MRGRX Mutual Fund
MRGRX Mutual Fund
MRGRX Mutual Fund
MFS Core Equity Fund Class I
MRGRX Mutual Fund Overview
MRGRX Mutual Fund (MFS Core Equity Fund Class I) is managed by MFS Investment Management with $1.12B in net assets. MRGRX expense ratio is 0.63%, holding 169 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1997-01-02.
MRGRX performance shows a YTD return of 8.20%. The 1-year return is 14.08% and the 5-year return is 9.46%. MRGRX dividend yield stands at 11.68%, paid annually.
MRGRX 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 MRGRX holdings, MRGRX sectors, or MRGRX dividends.
MRGRX can be compared against other funds. Use MRGRX overlap to find shared positions, or MRGRX vs another fund for a side-by-side view. MRGRX alternatives are available via the screener, along with tax-loss harvesting opportunities.