Advertisement
Skip to Content
Morningstar

MFS Core Equity B MRGBX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis MRGBX

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.

A dependable fund that plugs directly into MFS' research platform.

Senior Analyst

Summary

| by Jack Shannon

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.

Unlock our full analysis with Morningstar Investor