Skip to Content

MFS Core Equity R4 MRGJX

Analyst rating as of
NAV / 1-Day Return
39.03  /  0.28 %
Total Assets
5.4 Bil
Adj. Expense Ratio
0.640%
Expense Ratio
0.680%
Distribution Fee Level
Above Average
Share Class Type
Retirement, Large
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.43%
Turnover
25%

Morningstar’s Analysis MRGJX

Will MRGJX 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

|

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.

Unlock our full analysis with Morningstar Investor