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.
- NAV / 1-Day Return 41.31 / 1.25 %
- Total Assets 5.9 Bil
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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.