Morningstar

MFS Core Equity Fund Class I MRGRX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $59.61  /  +0.35 %
  • Fund Size $6.2B
  • Adjusted Expense Ratio 0.630%
  • Net Expense Ratio 0.620%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.55%
  • Turnover Ratio 57%
NAV and 1-Day Return as of

Morningstar’s Analysis MRGRX

Will MRGRX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MRGRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MRGRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MRGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Decentralized stock-picking and marketlike returns.

Principal Jack Shannon

Jack Shannon

Principal

Summary

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.

by Jack Shannon
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Portfolio Holdings MRGRX

More MRGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Healthcare

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