MRGBX Mutual Fund
MRGBX Mutual Fund
MFS Core Equity Fund Class B
MRGBX Mutual Fund Overview
MRGBX Mutual Fund (MFS Core Equity Fund Class B) is managed by MFS Investment Management with $3.2M in net assets. MRGBX expense ratio is 1.63%, holding 169 positions across sectors including Information Technology, Unknown, Financials. Inception date: 1997-01-02.
MRGBX performance shows a YTD return of 6.18%. The 1-year return is 13.63% and the 5-year return is 10.29%. MRGBX dividend yield stands at 15.51%, paid annually.
MRGBX 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 MRGBX holdings, sector breakdown, or dividend history.
MRGBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MRGBX alternatives are available via the screener, along with tax-loss harvesting opportunities.