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Mfs Series Trust I: Mfs Core Equity Fund Class C: (MF: MRGCX)

(NASDAQ Mutual Funds) As of Aug 4, 2026 05:48 PM ET

$43.17 USD

+1.43 (3.43%)

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 6.46 68
3 months 11.23 71
6 months 6.46 68
1 Year 13.58 69
3 Year 15.02 65
5 Year 9.04 57
10 Year 13.15 48

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 104.00
Bear Market (10/07 - 2/09) -50.26
Bull Market (2/09 - 3/21) 963.79

Load Adjusted Returns as of Jun 30, 2026

1 Year 12.44
5 Year 9.03
10 Year 13.15
Since Inception 7.79

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.28 11.23 NA NA
2025 -4.67 9.65 5.53 1.09
2024 10.12 1.41 4.66 1.97
2023 5.38 7.62 -3.93 11.92
2022 -6.09 -14.23 -4.65 7.03
2021 5.61 8.17 0.42 8.21

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.4611.5219.1921.94-17.8124.1417.6231.76-4.8323.5010.27
% Total Return Rel to Index -4.00-6.69-5.82-4.290.39-4.53-0.780.27-0.431.71-1.66
% Total Return Rel to Peer -1.72-1.18-0.19-1.051.882.09-2.293.342.032.832.45
% Perf Quintile vs Peer* 4.004.003.003.003.003.003.002.003.002.003.00
% Dividends 0.000.000.000.120.000.000.000.060.000.000.00
% Yield 0.000.000.000.000.000.000.000.190.000.000.00
Capital Gains ($) 0.006.553.870.861.303.390.470.492.821.940.81
Expense Ratio 1.621.631.641.651.661.671.711.741.741.771.81

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