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MFS Core Equity R4 MRGJX

Analyst rating as of
NAV / 1-Day Return
49.42  /  0.63 %
Total Assets
6.1 Bil
Adj. Expense Ratio
0.730%
Expense Ratio
0.730%
Fee Level
Above Average
Longest Manager Tenure
13.46 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.49%
Turnover
46%
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Morningstar’s Analysis

Will MRGJX outperform in future?

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

This analyst-run fund is consistently solid.

Summary

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MFS Core Equity’s upside is constrained by tight industry limits, but its analyst-driven approach showcases the firm’s strong research, earning a Morningstar Analyst Rating of Bronze for its cheaper share classes and Neutral for its pricier ones.

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