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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
    1.640%
  • 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

Summary

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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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