MRGAX : MFS Core Equity Fund Class A

MRGAX is a US Stocks Market Large Blend with HIGH fees.

MRGAX

MFS Core Equity Fund Class A

FI Score

52 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

10 /10

Market Size

8 /10

52% FI Score
  • mrgax
  • Mutual Fund
  • US Stocks
  • Large Blend

MFS Core Equity Fund Class A

Expenses: 0.98% (Better than 0% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. 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.

Largest Holdings

Amount Holding
5.40% Microsoft Corp
5.04% Apple Inc
4.66% Amazon.com Inc
2.96% Alphabet Inc A
2.54% Johnson & Johnson
2.01% Visa Inc Class A
1.90% Verizon Communications Inc
1.88% Facebook Inc A
1.87% Merck & Co Inc
1.80% Aon PLC
1.56% Eli Lilly and Co
1.51% Salesforce.com Inc
1.49% Adobe Inc
1.41% Intel Corp
1.38% Zoetis Inc Class A
1.32% Goldman Sachs Group Inc
1.27% Walmart Inc
1.24% Chevron Corp
1.19% Medtronic PLC
1.11% Charles Schwab Corp
1.00% PepsiCo Inc
0.96% Liberty Broadband Corp C
0.96% Honeywell International Inc
0.95% Cigna Corp
0.95% American Tower Corp

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