MRGHX Mutual Fund

MRGHX Mutual Fund (MFS Core Equity Fund Class R3) is managed by MFS Investment Management with $33.8M in net assets. MRGHX expense ratio is 0.88%, holding 171 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2005-04-01.

MRGHX performance shows a YTD return of 8.66%. The 1-year return is 9.22% and the 5-year return is 8.40%. MRGHX dividend yield stands at 0.33%, paid annually.

MRGHX 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 MRGHX holdings, MRGHX sectors, or MRGHX dividends.

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