MRERX Mutual Fund
MRERX Mutual Fund
MFS Core Equity Fund Class R2
MRERX Mutual Fund Overview
MRERX Mutual Fund (MFS Core Equity Fund Class R2) is managed by MFS Investment Management with $14.6M in net assets. MRERX expense ratio is 1.13%, holding 169 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2003-10-31.
MRERX performance shows a YTD return of 6.43%. The 1-year return is 14.18% and the 5-year return is 9.16%. MRERX dividend yield stands at 12.95%, paid annually.
MRERX top holdings include Nvidia Corp (7.1%), Apple Inc (5.9%), Microsoft Corp 4.100 Feb 06 37 (4.9%), 'alphabet Inc., Class 'a'' (4.6%), Amazon.Com Inc (4.1%). View all MRERX holdings, sector breakdown, or dividend history.
MRERX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MRERX alternatives are available via the screener, along with tax-loss harvesting opportunities.