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 $1.06B in net assets. MRGRX expense ratio is 0.63%, holding 169 positions across sectors including Information Technology, Unknown, Financials. Inception date: 1997-01-02.
MRGRX performance shows a YTD return of 6.70%. The 1-year return is 14.76% and the 5-year return is 9.73%. MRGRX dividend yield stands at 11.84%, paid annually.
MRGRX 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 MRGRX holdings, sector breakdown, or dividend history.
MRGRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MRGRX alternatives are available via the screener, along with tax-loss harvesting opportunities.