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Mfs Series Trust I: Mfs Core Equity Fund Class B: (MF: MRGBX)

(NASDAQ Mutual Funds) As of Aug 6, 2026 05:30 PM ET

$44.13 USD

-0.03 (-0.07%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 6.50 68
3 months 11.23 71
6 months 6.50 68
1 Year 13.62 69
3 Year 15.03 65
5 Year 9.04 57
10 Year 13.15 48

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 104.17
Bear Market (10/07 - 2/09) -50.26
Bull Market (2/09 - 3/21) 963.73

Load Adjusted Returns as of Jun 30, 2026

1 Year 9.07
5 Year 9.03
10 Year 13.15
Since Inception 8.60

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.25 11.23 NA NA
2025 -4.67 9.65 5.53 1.09
2024 10.13 1.41 4.66 1.95
2023 5.41 7.60 -3.92 11.90
2022 -6.11 -14.20 -4.67 7.00
2021 5.60 8.17 0.39 8.23

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.5011.5119.1821.96-17.8324.1317.6431.81-4.8523.5510.25
% Total Return Rel to Index -3.98-6.70-5.83-4.270.37-4.54-0.750.32-0.451.76-1.68
% Total Return Rel to Peer -1.70-1.19-0.20-1.031.862.07-2.273.392.012.882.43
% Perf Quintile vs Peer* 4.004.003.003.003.003.003.002.003.002.003.00
% Dividends 0.000.000.000.060.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.006.553.870.861.303.390.470.492.821.940.81
Expense Ratio 1.621.631.641.651.661.671.711.731.741.771.81

* 1 = Top 20%, 5 = Bottom 20%