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MFS Core Equity B MRGBX

Analyst rating as of
  • NAV / 1-Day Return 33.81  /  0.93 %
  • Total Assets 5.8 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.660%
  • Distribution Fee Level Average
  • Share Class Type
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.00
  • Turnover 25%

Morningstar’s Analysis MRGBX

Will MRGBX 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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