Nasdaq - Delayed Quote USD

MFS Core Equity R1 (MRGGX)

44.46 +0.10 (+0.23%)
At close: 8:00 PM EDT
Loading Chart for MRGGX
DELL
  • Previous Close 44.36
  • YTD Return 16.89%
  • Expense Ratio 1.66%
  • Category Large Blend
  • Last Cap Gain 28.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 6.82B
  • Beta (5Y Monthly) 0.95
  • Yield 0.31%
  • 5y Average Return --
  • Holdings Turnover 35.00%
  • Last Dividend 0.14
  • Inception Date Jan 2, 1997

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

6.82B

Net Assets

1997-01-02

Inception Date

Performance Overview: MRGGX

View More

Trailing returns as of 10/18/2024. Category is Large Blend.

YTD Return

MRGGX
16.89%
Category
5.31%
?

1-Year Return

MRGGX
30.82%
Category
20.31%
?

3-Year Return

MRGGX
8.23%
Category
6.48%
?

5-Year Return

MRGGX
13.12%
Category
11.78%
?

People Also Watch

Holdings: MRGGX

View More

Top 10 Holdings (31.06% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 6.93%
AMZN
Amazon.com, Inc. 4.23%
NVDA
NVIDIA Corporation 4.19%
GOOGL
Alphabet Inc. 3.44%
AAPL
Apple Inc. 3.19%
META
Meta Platforms, Inc. 2.26%
JPM
JPMorgan Chase & Co. 1.82%
JNJ
Johnson & Johnson 1.70%
XOM
Exxon Mobil Corporation 1.66%
V
Visa Inc. 1.63%

Sector Weightings

Recent News: MRGGX

View More

Research Reports: MRGGX

View More

Top Mutual Funds