Morningstar

MFS Core Equity Fund Class C MRGCX

Medalist Rating as of Apr 27, 2026 See MFS Investment Hub

Strategy

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. It may invest the fund's assets in the stocks of companies the adviser believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies the adviser believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MRGRX	MFS Core Equity Fund Class I	Institutional	Open			Jan 2, 1997	$1.05B	0.630%	Below Average	$0	−$269.47M
MRGAX	MFS Core Equity Fund Class A	Front Load	Open			Jan 2, 1996	$2.88B	0.880%	Below Average	$1,000	−$308.79M
MRGBX	MFS Core Equity Fund Class B	Deferred Load	Closed			Jan 2, 1997	$2.10M	1.630%	High	$1,000	−$4.30M
MRGCX	MFS Core Equity Fund Class C	Level Load	Open			Jan 2, 1997	$75.13M	1.630%	Below Average	$1,000	−$32.44M
MRGJX	MFS Core Equity Fund Class R4	Retirement, Large	Open			Apr 1, 2005	$25.61M	0.630%	Average	$0	−$7.91M
MRGKX	MFS Core Equity Fund Class R6	Retirement, Large	Open			Jan 2, 2013	$2.14B	0.550%	Below Average	$0	−$320.94M
MRERX	MFS Core Equity Fund Class R2	Retirement, Medium	—			Oct 31, 2003	$14.43M	1.130%	Average	$0	−$1.81M
MRGHX	MFS Core Equity Fund Class R3	Retirement, Medium	Open			Apr 1, 2005	$33.95M	0.880%	Low	$0	−$15.72M
MRGGX	MFS Core Equity Fund Class R1	Retirement, Small	—			Apr 1, 2005	$7.99M	1.630%	High	$0	−$436,423.63

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