MFS Core Equity Fund Class C
MRGCX
NASDAQ
| Weiss Ratings | MRGCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MRGCX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Joseph G. MacDougall (18) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MRGCX-NASDAQ | Click to Compare |
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| Fund Name | MFS Core Equity Fund Class C | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jan 02, 1997 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | MRGCX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | MRGCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.16% | |||
| Asset Allocation | MRGCX-NASDAQ | Click to Compare |
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| Cash | 0.84% | |||
| Stock | 99.16% | |||
| U.S. Stock | 98.04% | |||
| Non-U.S. Stock | 1.12% | |||
| 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 | MRGCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.71% | |||
| 30-Day Total Return | -2.08% | |||
| 60-Day Total Return | -2.62% | |||
| 90-Day Total Return | -2.74% | |||
| Year to Date Total Return | 8.19% | |||
| 1-Year Total Return | 9.27% | |||
| 2-Year Total Return | 23.02% | |||
| 3-Year Total Return | 58.11% | |||
| 5-Year Total Return | 44.88% | |||
| Price | MRGCX-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 | MRGCX-NASDAQ | Click to Compare |
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| Nav | $41.87 | |||
| 1-Month Low NAV | $41.73 | |||
| 1-Month High NAV | $43.33 | |||
| 52-Week Low NAV | $35.98 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $45.88 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | MRGCX-NASDAQ | Click to Compare |
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| Beta | 0.96 | |||
| Standard Deviation | 12.29 | |||
| Balance Sheet | MRGCX-NASDAQ | Click to Compare |
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| Total Assets | 6.24B | |||
| Operating Ratios | MRGCX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.63% | |||
| Turnover Ratio | 57.00% | |||
| Performance | MRGCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 18.84% | |||
| Last Bear Market Total Return | -14.23% | |||