MFS Core Equity’s upside is constrained by tight industry limits, but its analyst-driven approach showcases the firm’s strong research, earning a Morningstar Analyst Rating of Bronze for its cheaper share classes and Neutral for its pricier ones.
Will MRGAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MRGAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MRGAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MRGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.