MRGAX Mutual Fund

MRGAX Mutual Fund (MFS Core Equity Fund Class A) is managed by MFS Investment Management with $2.88B in net assets. MRGAX expense ratio is 0.88%, holding 171 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1996-01-02.

MRGAX performance shows a YTD return of 8.66%. The 1-year return is 9.21% and the 5-year return is 8.82%. MRGAX dividend yield stands at 0.43%, paid annually.

MRGAX top holdings include NVIDIA Corp (7.6%), Apple Inc (5.9%), Microsoft Corp (5.8%), Alphabet Inc,class A (5.5%), Amazon.com Inc (4.0%). Go to all MRGAX holdings, MRGAX sectors, or MRGAX dividends.

MRGAX can be compared against other funds. Use MRGAX overlap to find shared positions, or MRGAX vs another fund for a side-by-side view. MRGAX alternatives are available via the screener, along with tax-loss harvesting opportunities.