MFS Core Equity FundMRGRX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$6.4B
Expense ratio
0.63%
1-year return
+15.2%
3 years, a year
+17.4%
5 years, a year
+9.9%
Holdings
169
What it aims to do.
The funds investment objective is to seek capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 7.11% |
| AAPL Apple Inc | 5.89% |
| MSFT Microsoft Corp | 4.90% |
| GOOGL Alphabet Inc | 4.61% |
| AMZN Amazon.com Inc | 4.07% |
| AVGO Broadcom Inc | 2.73% |
| META Meta Platforms Inc | 2.63% |
| JNJ Johnson & Johnson | 2.25% |
| JPM JPMorgan Chase & Co | 2.02% |
| GILD Gilead Sciences Inc | 1.96% |
More on MRGRX.
- MRGRX overview
- MRGRX holdings
- MRGRX risk
- MRGRX costs
- MRGRX money in and out
- MRGRX share classes
- Compare MRGRX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.