MFS Core Equity Fund Class A
MRGAX
NASDAQ
| Weiss Ratings | MRGAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MRGAX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Joseph G. MacDougall (17) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MRGAX-NASDAQ | Click to Compare |
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| Fund Name | MFS Core Equity Fund Class A | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jan 02, 1996 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | MRGAX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.47% | |||
| Dividend | MRGAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.40% | |||
| Asset Allocation | MRGAX-NASDAQ | Click to Compare |
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| Cash | 0.49% | |||
| Stock | 99.51% | |||
| U.S. Stock | 97.49% | |||
| Non-U.S. Stock | 2.02% | |||
| 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 | MRGAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.14% | |||
| 30-Day Total Return | 0.21% | |||
| 60-Day Total Return | 4.07% | |||
| 90-Day Total Return | 7.19% | |||
| Year to Date Total Return | 8.21% | |||
| 1-Year Total Return | 12.82% | |||
| 2-Year Total Return | 41.88% | |||
| 3-Year Total Return | 53.34% | |||
| 5-Year Total Return | 79.40% | |||
| Price | MRGAX-NASDAQ | Click to Compare |
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| 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 | MRGAX-NASDAQ | Click to Compare |
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| Nav | $54.69 | |||
| 1-Month Low NAV | $53.23 | |||
| 1-Month High NAV | $54.98 | |||
| 52-Week Low NAV | $42.92 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $57.23 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | MRGAX-NASDAQ | Click to Compare |
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| Beta | 0.97 | |||
| Standard Deviation | 15.19 | |||
| Balance Sheet | MRGAX-NASDAQ | Click to Compare |
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| Total Assets | 6.64B | |||
| Operating Ratios | MRGAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.89% | |||
| Turnover Ratio | 30.00% | |||
| Performance | MRGAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 18.54% | |||
| Last Bear Market Total Return | -14.05% | |||