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MFS Core Equity R6 (MRGKX)

59.92 -1.07 (-1.75%)
At close: October 30 at 8:03:20 PM EDT
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  • Previous Close 60.99
  • YTD Return 10.56%
  • Expense Ratio 0.55%
  • Category Large Blend
  • Last Cap Gain 47.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 6.39B
  • Beta (5Y Monthly) 0.94
  • Yield 0.62%
  • 5y Average Return --
  • Holdings Turnover 43.00%
  • Last Dividend 0.42
  • Inception Date Jan 2, 2013

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

6.39B

Net Assets

2013-01-02

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Large Blend.

YTD Return

MRGKX
10.56%
Category
5.31%

1-Year Return

MRGKX
12.08%
Category
20.31%

3-Year Return

MRGKX
19.01%
Category
6.48%

5-Year Return

MRGKX
10.79%
Category
11.78%

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