About MRGAX
MFS Core Equity Fund Class A is a mutual fund designed to provide capital appreciation by investing primarily in U.S. equity securities. The fund typically allocates at least 80% of its net assets to stocks and maintains a diversified portfolio that blends both growth and value investment strategies, without restrictions on company size, style, or sector. Managed by a team of experienced research analysts at MFS Investment Management, the fund employs active, bottom-up fundamental analysis to select investments, with occasional use of quantitative screening tools to enhance security selection. Its holdings often reflect broad exposure to the U.S. market, closely tracking the sectoral composition of the Russell 3000 Index, and include prominent companies from technology, healthcare, consumer services, and finance. The fund targets investors seeking core equity exposure with a balance between risk and return, aiming to provide consistent, long-term growth within the context of a diversified investment portfolio. MFS Core Equity Fund Class A is well-established and noted for its disciplined approach, moderate expense ratio, and relatively low turnover compared to peers.
Fund Family MFS
Category Large Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol MRGAX
Share Class A
Index Russell 3000 TR
MRGAX had a total return of 12.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.11%.
