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MFS Core Equity A MRGAX

Analyst rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 41.31  /  1.25 %
  • Total Assets 5.9 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.910%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.38%
  • Turnover 25%

Morningstar’s Analysis MRGAX

Will MRGAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A dependable fund that plugs directly into MFS' research platform.

Senior Analyst



MFS Core Equity's upside potential is limited by tight industry and sector constraints, but MFS' strong central analyst team, which directly picks the stocks in this portfolio, gives it a chance to outperform over the long run. It earns a Morningstar Analyst Rating of Bronze for its cheaper share classes and Neutral for its pricier ones.

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