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MFS Core Equity R1 MRGGX Fund Analysis

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Morningstar’s Analysis MRGGX

Will MRGGX 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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