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.
- NAV / 1-Day Return 44.79 / 0.40 %
- Total Assets 6.2 Bil
-
Adj. Expense Ratio
0.660%
- Expense Ratio 0.660%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment —
- Status Open
- TTM Yield 0.54%
- Turnover 35%
Morningstar’s Analysis MRGJX
Will MRGJX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 193
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 29.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector