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MFS Core Equity B (MRGBX)
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41.99 - YTD Return 4.71%
- Expense Ratio 0.57%
- Category Large Blend
- Last Cap Gain 28.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 6.44B
- Beta (5Y Monthly) 0.96
- Yield 0.16%
- 5y Average Return --
- Holdings Turnover 35.00%
- Last Dividend 0.07
- Inception Date Apr 1, 2005
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
6.44B
Net Assets
2005-04-01
Inception Date
Performance Overview: MRGBX
Trailing returns as of 5/16/2024. Category is Large Blend.
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MTRBX MFS Total Return B
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MMUBX MFS Utilities B
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MITBX MFS Massachusetts Investors Tr B
36.41
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MEGBX MFS Growth B
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MRGCX MFS Core Equity C
41.07
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MRIBX MFS Research International B
23.07
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MIGBX MFS Massachusetts Inv Gr Stk B
33.62
-0.12%
MTCBX MFS Technology B
45.68
-0.35%
MNDBX MFS New Discovery B
14.56
-0.88%
MGIBX MFS International Intrinsic Value B
38.29
-0.60%
MCBVX MFS Mid Cap Value Fund
30.48
-0.23%
MEMBX MFS Emerging Markets Equity B
30.29
+0.93%
Holdings: MRGBX
Top 10 Holdings (30.53% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorMRGBX
Technology 26.49%
Financial Services 13.99%
Healthcare 13.19%
Industrials 10.53%
Consumer Cyclical 9.84%
Communication Services 9.15%
Consumer Defensive 5.13%
Energy 4.58%
Basic Materials 3.00%
Utilities 2.18%
Real Estate 1.91%
Recent News: MRGBX
Research Reports: MRGBX
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