MRGAX Mutual Fund
MRGAX Mutual Fund
MFS Core Equity Fund Class A
MRGAX Mutual Fund Overview
MRGAX Mutual Fund (MFS Core Equity Fund Class A) is managed by MFS Investment Management with $2.91B in net assets. MRGAX expense ratio is 0.88%, holding 169 positions across sectors including Information Technology, Unknown, Financials. Inception date: 1996-01-02.
MRGAX performance shows a YTD return of 6.57%. The 1-year return is 14.48% and the 5-year return is 9.43%. MRGAX dividend yield stands at 12.72%, paid annually.
MRGAX 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 MRGAX holdings, sector breakdown, or dividend history.
MRGAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MRGAX alternatives are available via the screener, along with tax-loss harvesting opportunities.