MFS' skilled team of research analysts directly picks stocks in MFS Core Equity. While tight portfolio constraints will keep the fund's performance close to its Russell 3000 benchmark, the research team's stock-picking record bodes well for the fund's long-run performance, though outsize gains are unlikely. At the right price, this strategy is worth considering.
MFS Core Equity A MRGAX
- NAV / 1-Day Return 48.21 / −1.23 %
- Total Assets 6.6 Bil
-
Adj. Expense Ratio
0.910%
- Expense Ratio 0.910%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.58%
- Turnover 35%
USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:13 PM GMT+0
Morningstar’s Analysis MRGAX
Will MRGAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 30.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 7.53 | 506.6 Mil | Technology |
Amazon.com Inc | 4.03 | 270.9 Mil | Consumer Cyclical |
Apple Inc | 3.54 | 238.0 Mil | Technology |
Alphabet Inc Class A | 3.28 | 220.4 Mil | Communication Services |
NVIDIA Corp | 3.01 | 202.6 Mil | Technology |
Meta Platforms Inc Class A | 2.57 | 172.9 Mil | Communication Services |
Visa Inc Class A | 1.81 | 121.9 Mil | Financial Services |
JPMorgan Chase & Co | 1.63 | 109.7 Mil | Financial Services |
Eli Lilly and Co | 1.57 | 105.8 Mil | Healthcare |
Exxon Mobil Corp | 1.54 | 103.6 Mil | Energy |