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MFS Core Equity I MRGRX Fund Analysis

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Morningstar’s Fund Analysis MRGRX

Will MRGRX 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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