MRGKX Mutual Fund
MRGKX Mutual Fund
MFS Core Equity Fund Class R6
MRGKX Mutual Fund Overview
MRGKX Mutual Fund (MFS Core Equity Fund Class R6) is managed by MFS Investment Management with $2.20B in net assets. MRGKX expense ratio is 0.55%, holding 169 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2013-01-02.
MRGKX performance shows a YTD return of 6.75%. The 1-year return is 14.86% and the 5-year return is 8.42%. MRGKX dividend yield stands at 11.88%, paid annually.
MRGKX top holdings include Nvidia Corp. (7.1%), Apple, Inc (5.9%), Microsoft Corp 4.100 Feb 06 37 (4.9%), Alphabet Inc Common Stock USD 0.001 (4.6%), Amazon.Com Inc (4.1%). View all MRGKX holdings, sector breakdown, or dividend history.
MRGKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MRGKX alternatives are available via the screener, along with tax-loss harvesting opportunities.