MEGRX Mutual Fund
MEGRX Mutual Fund
MFS Growth Fund Class R2
MEGRX Mutual Fund Overview
MEGRX Mutual Fund (MFS Growth Fund Class R2) is managed by MFS Investment Management with $135.6M in net assets. MEGRX expense ratio is 1.11%, holding 70 positions across sectors including Information Technology, Communication Services, Unknown. Inception date: 2003-10-31.
MEGRX performance shows a YTD return of 3.96%. The 1-year return is 8.52% and the 5-year return is 10.44%. MEGRX dividend yield stands at 18.28%, paid semi-annually.
MEGRX top holdings include Nvidia Corp. (13.8%), Microsoft Corp 4.100 Feb 06 37 (9.4%), Apple, Inc (9.1%), Alphabet Inc Common Stock USD 0.001 (8.0%), Amazon.Com Inc (6.1%). View all MEGRX holdings, sector breakdown, or dividend history.
MEGRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MEGRX alternatives are available via the screener, along with tax-loss harvesting opportunities.