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MFS Core Equity B MRGBX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 41.76  /  +0.87 %
  • Total Assets 6.7 Bil
  • Adj. Expense Ratio
    1.660%
  • Expense Ratio 1.660%
  • Distribution Fee Level Average
  • Share Class Type
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.16%
  • Turnover 35%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis MRGBX

Will MRGBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A dependable, analyst-run portfolio.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

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.

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Portfolio Holdings MRGBX

  • 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