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MFS Core Equity B MRGBX

Analyst rating as of
NAV / 1-Day Return
36.59  /  0.14 %
Total Assets
5.8 Bil
Adj. Expense Ratio
1.680%
Expense Ratio
1.680%
Fee Level
Average
Longest Manager Tenure
13.74 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Closed
TTM Yield
0.00%
Turnover
38%
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Morningstar’s Analysis

Will MRGBX outperform in future?

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

This analyst-run fund is consistently solid.

Summary

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MFS Core Equity’s upside is constrained by tight industry limits, but its analyst-driven approach showcases the firm’s strong research, earning a Morningstar Analyst Rating of Bronze for its cheaper share classes and Neutral for its pricier ones.

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