Advertisement
Skip to Content

MFS Core Equity R3 MRGHX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 41.42  /  0.29 %
  • Total Assets 5.9 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.910%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.34%
  • Turnover 25%

Morningstar’s Analysis MRGHX

Will MRGHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A direct plug-in to MFS' skilled research team.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

MFS' skilled research analysts directly pick stocks in MFS Core Equity, and while tight portfolio constraints will keep the fund's performance close to its Russell 3000 benchmark, strong stock-picking gives this strategy a good shot at long-run outperformance. It earns a Morningstar Analyst Rating of Bronze for its cheaper share classes and Neutral for its pricier ones.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MRGHX

  • Current Portfolio Date
  • Equity Holdings 206
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 29.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
6.70
394,472,371
Technology
6.67
393,009,422
Technology
3.81
224,605,837
Communication Services
2.80
164,966,191
Consumer Cyclical
2.29
134,572,934
Energy
1.79
105,210,717
Financial Services
1.55
91,107,072
Financial Services
1.34
78,939,250
Healthcare

Currency Cash CASH_USD

1.21
71,382,078
Cash and Equivalents
1.19
70,269,257
Consumer Cyclical