MFS Core Equity Fund Class R2
MRERX
NASDAQ
| Weiss Ratings | MRERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MRERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Joseph G. MacDougall (18) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MRERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Core Equity Fund Class R2 | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Oct 31, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MRERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.15% | |||
| Dividend | MRERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.14% | |||
| Asset Allocation | MRERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.04% | |||
| Stock | 98.96% | |||
| U.S. Stock | 97.79% | |||
| Non-U.S. Stock | 1.17% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MRERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.14% | |||
| 30-Day Total Return | 0.22% | |||
| 60-Day Total Return | 0.87% | |||
| 90-Day Total Return | 3.59% | |||
| Year to Date Total Return | 10.91% | |||
| 1-Year Total Return | 11.75% | |||
| 2-Year Total Return | 28.15% | |||
| 3-Year Total Return | 69.61% | |||
| 5-Year Total Return | 61.58% | |||
| Price | MRERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MRERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $53.33 | |||
| 1-Month Low NAV | $52.11 | |||
| 1-Month High NAV | $53.80 | |||
| 52-Week Low NAV | $44.76 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $55.46 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | MRERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.95 | |||
| Standard Deviation | 12.80 | |||
| Balance Sheet | MRERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 6.51B | |||
| Operating Ratios | MRERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.13% | |||
| Turnover Ratio | 43.00% | |||
| Performance | MRERX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 19.33% | |||
| Last Bear Market Total Return | -14.10% | |||