MFS Core Equity is an analyst-driven strategy that takes advantage of MFS' capable central research organization. Tight portfolio constraints will keep the fund's performance close to its Russell 3000 Index benchmark, so while it has a good chance to outperform large-blend Morningstar Category peers, index-relative outperformance will be tougher to come by.
MFS Core Equity Fund Class R4 MRGJX
- NAV / 1-Day Return 55.28 / +0.31 %
- Total Assets 6.5B
-
Adj. Expense Ratio
0.630%
- Expense Ratio 0.630%
- Distribution Fee Level Average
- Share Class Type Retirement, Large
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.61%
- Turnover 43%
USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0
Morningstar’s Analysis MRGJX
Will MRGJX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.73 | 501M | Technology |
Apple Inc | 6.14 | 398M | Technology |
Alphabet Inc Class A | 5.38 | 349M | Communication Services |
Microsoft Corp | 5.10 | 331M | Technology |
Amazon.com Inc | 5.10 | 330M | Consumer Cyclical |
Broadcom Inc | 3.80 | 246M | Technology |
Meta Platforms Inc Class A | 2.51 | 162M | Communication Services |
JPMorgan Chase & Co | 1.83 | 119M | Financial Services |
Arista Networks Inc | 1.73 | 112M | Technology |
Pfizer Inc | 1.47 | 95M | Healthcare |
United States