MFS Core Equity Fund Class I
MRGRX
NASDAQ
| Weiss Ratings | MRGRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MRGRX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Joseph G. MacDougall (17) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MRGRX-NASDAQ | Click to Compare |
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| Fund Name | MFS Core Equity Fund Class I | |||
| 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 | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MRGRX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.59% | |||
| Dividend | MRGRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.22% | |||
| Asset Allocation | MRGRX-NASDAQ | Click to Compare |
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| Cash | 0.48% | |||
| Stock | 99.52% | |||
| U.S. Stock | 98.25% | |||
| Non-U.S. Stock | 1.27% | |||
| 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 | MRGRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.67% | |||
| 30-Day Total Return | -3.27% | |||
| 60-Day Total Return | -5.08% | |||
| 90-Day Total Return | -3.59% | |||
| Year to Date Total Return | -3.31% | |||
| 1-Year Total Return | 18.70% | |||
| 2-Year Total Return | 19.69% | |||
| 3-Year Total Return | 52.39% | |||
| 5-Year Total Return | 56.70% | |||
| Price | MRGRX-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 | MRGRX-NASDAQ | Click to Compare |
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| Nav | $52.81 | |||
| 1-Month Low NAV | $50.91 | |||
| 1-Month High NAV | $54.90 | |||
| 52-Week Low NAV | $46.46 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $62.34 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | MRGRX-NASDAQ | Click to Compare |
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| Beta | 0.98 | |||
| Standard Deviation | 11.90 | |||
| Balance Sheet | MRGRX-NASDAQ | Click to Compare |
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| Total Assets | 6.37B | |||
| Operating Ratios | MRGRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.63% | |||
| Turnover Ratio | 43.00% | |||
| Performance | MRGRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 18.72% | |||
| Last Bear Market Total Return | -13.99% | |||