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MFS Core Equity R4 (MRGJX)

50.81
-0.31
(-0.61%)
At close: May 23 at 8:01:41 PM EDT
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  • Previous Close 51.12
  • YTD Return -5.25%
  • Expense Ratio 0.64%
  • Category Large Blend
  • Last Cap Gain 28.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 6.07B
  • Beta (5Y Monthly) 0.98
  • Yield 0.71%
  • 5y Average Return --
  • Holdings Turnover 30.00%
  • Last Dividend 0.37
  • Inception Date Jan 2, 1996

The fund normally invests at least 80% of the fund's net assets in equity securities. It may invest the fund's assets in the stocks of companies the adviser believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies the adviser believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.

MFS

Fund Family

Large Blend

Fund Category

6.07B

Net Assets

1996-01-02

Inception Date

More about MFS Core Equity R4

Performance Overview: MRGJX

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Trailing returns as of 5/23/2025. Category is Large Blend.

YTD Return

MRGJX
5.25%
Category
5.31%
 

1-Year Return

MRGJX
8.55%
Category
20.31%
 

3-Year Return

MRGJX
10.38%
Category
6.48%
 

5-Year Return

MRGJX
13.69%
Category
11.78%
 

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Holdings: MRGJX

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Sector Weightings

SectorMRGJX
Technology   27.97%
Financial Services   15.35%
Healthcare   11.65%
Consumer Cyclical   10.90%
Industrials   10.20%
Communication Services   8.40%
Consumer Defensive   5.29%
Energy   3.41%
Real Estate   2.42%
Utilities   2.41%
Basic Materials   2.02%
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Recent News: MRGJX

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Research Reports: MRGJX

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