MFS Core Equity Fund Class R6
MRGKX
NASDAQ
| Weiss Ratings | MRGKX-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 | MRGKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Joseph G. MacDougall (17) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MRGKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Core Equity Fund Class R6 | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jan 02, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MRGKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.69% | |||
| Dividend | MRGKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.40% | |||
| Asset Allocation | MRGKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | MRGKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.16% | |||
| 30-Day Total Return | 0.25% | |||
| 60-Day Total Return | 4.13% | |||
| 90-Day Total Return | 7.28% | |||
| Year to Date Total Return | 8.43% | |||
| 1-Year Total Return | 13.19% | |||
| 2-Year Total Return | 42.81% | |||
| 3-Year Total Return | 54.88% | |||
| 5-Year Total Return | 82.43% | |||
| Price | MRGKX-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 | MRGKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $59.50 | |||
| 1-Month Low NAV | $57.90 | |||
| 1-Month High NAV | $59.82 | |||
| 52-Week Low NAV | $46.64 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $61.92 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | MRGKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.97 | |||
| Standard Deviation | 15.19 | |||
| Balance Sheet | MRGKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 6.64B | |||
| Operating Ratios | MRGKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.56% | |||
| Turnover Ratio | 30.00% | |||
| Performance | MRGKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 18.76% | |||
| Last Bear Market Total Return | -13.97% | |||