MRGHX Mutual Fund
MRGHX Mutual Fund
MFS Core Equity Fund Class R3
MRGHX Mutual Fund Overview
MRGHX Mutual Fund (MFS Core Equity Fund Class R3) is managed by MFS Investment Management with $33.9M in net assets. MRGHX expense ratio is 0.88%, holding 169 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2005-04-01.
MRGHX performance shows a YTD return of 6.58%. The 1-year return is 14.49% and the 5-year return is 9.44%. MRGHX dividend yield stands at 12.65%, paid annually.
MRGHX 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 MRGHX holdings, sector breakdown, or dividend history.
MRGHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MRGHX alternatives are available via the screener, along with tax-loss harvesting opportunities.