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MFS Core Equity A MRGAX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 48.55  /  +0.60 %
  • Total Assets 6.7 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 0.60%
  • Turnover 35%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 11:19 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.

A direct plug-in to MFS' skilled research team.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

MFS' skilled research analysts directly pick stocks in MFS Core Equity, and while tight portfolio constraints will keep the fund's performance close to its Russell 3000 benchmark, strong stock-picking gives this strategy a good shot at long-run outperformance. It earns a Morningstar Analyst Rating of Bronze for its cheaper share classes and Neutral for its pricier ones.

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Portfolio Holdings MRGAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.65 490.7 Mil
Technology

Apple Inc

3.81 244.6 Mil
Technology

Amazon.com Inc

3.73 239.7 Mil
Consumer Cyclical

Alphabet Inc Class A

3.50 224.7 Mil
Communication Services

NVIDIA Corp

2.47 158.8 Mil
Technology

Meta Platforms Inc Class A

2.16 138.6 Mil
Communication Services

Visa Inc Class A

1.85 118.8 Mil
Financial Services

JPMorgan Chase & Co

1.61 103.6 Mil
Financial Services

Exxon Mobil Corp

1.60 102.7 Mil
Energy

Eli Lilly and Co

1.42 91.3 Mil
Healthcare