MFS Core Equity FundMRGAX

MUTUAL FUNDMFS
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$6.4B
Expense ratio
0.88%
1-year return
+14.9%
3 years, a year
+17.1%
5 years, a year
+9.6%
Holdings
169

What it aims to do.

The funds investment objective is to seek capital appreciation.

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp7.11%
AAPL Apple Inc5.89%
MSFT Microsoft Corp4.90%
GOOGL Alphabet Inc4.61%
AMZN Amazon.com Inc4.07%
AVGO Broadcom Inc2.73%
META Meta Platforms Inc2.63%
JNJ Johnson & Johnson2.25%
JPM JPMorgan Chase & Co2.02%
GILD Gilead Sciences Inc1.96%

More on MRGAX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.