Nasdaq - Delayed Quote
USD
MFS Core Equity B (MRGBX)
42.98
-0.77
(-1.76%)
At close: October 30 at 8:03:20 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.29% |
|---|---|
| 5y Average Return | 8.01% |
| Number of Years Up | 21 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Oct 30, 2026) | 33.12% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 33.12% |
| Worst 3Y Total Return | 6.10% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MRGBX
Category
- YTD
- 9.67%
- 5.31%
- 1-Month
- -0.93%
- -4.19%
- 3-Month
- 2.98%
- 3.90%
- 1-Year
- 10.89%
- 20.31%
- 3-Year
- 17.72%
- 6.48%
- 5-Year
- 9.60%
- 11.78%
- 10-Year
- 13.06%
- 10.96%
- Last Bull Market
- 18.85%
- 25.56%
- Last Bear Market
- -14.21%
- -15.11%
Annual Total Return (%) History
Year
MRGBX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-4.26% | 11.24% | 2.98% | -- |
|
2025
|
-4.67% | 9.65% | 5.53% | 1.11% |
|
2024
|
10.13% | 1.41% | 4.67% | 1.96% |
|
2023
|
5.42% | 7.61% | -3.92% | 11.90% |
|
2022
|
-6.11% | -14.21% | -4.67% | 7.02% |
|
2021
|
5.61% | 8.18% | 0.40% | 8.22% |
|
2020
|
-19.19% | 20.17% | 8.09% | 12.10% |
|
2019
|
14.32% | 5.26% | 1.20% | 8.23% |
|
2018
|
-0.11% | 3.64% | 6.54% | -13.75% |
|
2017
|
6.51% | 4.49% | 4.79% | 5.94% |
Rank in Category (By Total Return)
| YTD | 69 |
| 1-Month | 54 |
|---|---|
| 3-Month | 20 |
| 1-Year | 74 |
| 3-Year | 78 |
| 5-Year | 81 |
Load Adjusted Returns
| 1-Year | 7.08% |
| 3-Year | 17.00% |
|---|---|
| 5-Year | 9.32% |
| 10-Year | 13.06% |
Performance & Risk
| YTD Return | 8.29% |
| 5y Average Return | 8.01% |
| Rank in Category (ytd) | 69 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | MFS |
| Net Assets | 6.39B |
| YTD Return | 9.67% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 02, 2013 |
Fund Summary
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.
