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Mfs Core Equity Fund Class R1: (MF: MRGGX)

(NASDAQ Mutual Funds) As of Aug 25, 2026 04:56 PM ET

$42.91 USD

+0.14 (0.33%)

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 Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 7.88 55
3 months 3.18 56
6 months 6.01 58
1 Year 12.94 57
3 Year 14.49 58
5 Year 8.78 53
10 Year 12.86 45

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -50.24
Bull Market (2/09 - 3/21) 962.80

Load Adjusted Returns as of Jul 31, 2026

1 Year 13.61
5 Year 9.04
10 Year 13.15
Since Inception 9.92

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.28 11.25 NA NA
2025 -4.67 9.65 5.53 1.09
2024 10.12 1.43 4.63 1.98
2023 5.38 7.64 -3.96 11.92
2022 -6.08 -14.24 -4.61 6.99
2021 5.63 8.15 0.42 8.19

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.8711.5219.2021.94-17.8024.1417.6231.78-4.8323.5210.28
% Total Return Rel to Index -3.72-6.69-5.82-4.300.40-4.54-0.770.29-0.441.73-1.65
% Total Return Rel to Peer -3.48-1.19-0.19-1.051.892.08-2.283.352.022.842.46
% Perf Quintile vs Peer* 4.004.003.003.003.003.003.002.003.002.003.00
% Dividends 0.000.000.000.130.030.000.000.000.000.000.00
% Yield 0.000.000.000.000.100.000.000.000.000.000.00
Capital Gains ($) 0.006.553.880.861.303.390.470.492.821.940.81
Expense Ratio 1.621.631.641.651.661.671.711.741.741.771.81

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