MRGJX Mutual Fund

MRGJX Mutual Fund (MFS Core Equity Fund Class R4) is managed by MFS Investment Management with $26.4M in net assets. MRGJX expense ratio is 0.63%, holding 180 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2005-04-01.

MRGJX performance shows a YTD return of 10.17%. The 1-year return is 12.00% and the 5-year return is 9.43%. MRGJX dividend yield stands at 0.66%.

MRGJX top holdings include Nvidia Corp (7.1%), Apple, Inc (5.6%), Microsoft Corp (5.2%), Amazon.Com Inc (5.1%), Alphabet Inc (5.1%). Go to all MRGJX holdings, MRGJX sectors, or MRGJX dividends.

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