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MFS Core Equity R1 MRGGX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 38.73  /  −0.64 %
  • Total Assets 6.4 Bil
  • Adj. Expense Ratio
    1.660%
  • Expense Ratio 1.660%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.33%
  • Turnover 35%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

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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Portfolio Holdings MRGGX