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.
MFS Core Equity B MRGBX
NAV / 1-Day Return
39.30
/
1.31
%
Total Assets
5.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.730%
Expense Ratio
1.730%
Fee Level
Below Average
Longest Manager Tenure
13.14
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
1,000
Status
Closed
TTM Yield
0.00%
Turnover
46%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MRGBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MRGBX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MRGBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MRGBX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This analyst-run fund is consistently solid.
