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MFS Core Equity R3 MRGHX

Analyst rating as of
NAV / 1-Day Return
38.33  /  0.88 %
Total Assets
5.4 Bil
Adj. Expense Ratio
0.930%
Expense Ratio
0.930%
Fee Level
Low
Longest Manager Tenure
14.16 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.14%
Turnover
38%

Morningstar’s Analysis

Will MRGHX outperform in future?

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

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

Summary

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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.

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