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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 33.12% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 21 |
| Number of Years Down | 7 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
MRGBX | Category Average | MRGBX | Category Average | MRGBX | Category Average |
|
Alpha
|
-3.03 | -0.01 | -2.21 | -0.01 | -0.83 | -0.01 |
|
BETA
|
0.94 | 0.01 | 0.93 | 0.01 | 0.94 | 0.01 |
|
Mean Annual Return
|
1.43 | 0.01 | 0.86 | 0.01 | 1.12 | 0.01 |
|
R-squared
|
96.14 | 0.94 | 97.76 | 0.95 | 98.12 | 0.95 |
|
Standard Deviation
|
12.36 | 0.17 | 15.05 | 0.19 | 15 | 0.15 |
|
Sharpe Ratio
|
1.02 | 0 | 0.43 | 0.01 | 0.73 | 0.01 |
|
Treynor Ratio
|
13.87 | 0.03 | 6.01 | 0.1 | 11.18 | 0.1 |
