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Mfs Core Equity Fund Class R3: (MF: MRGHX)

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

$55.84 USD

+1.84 (3.41%)

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 6.88 66
3 months 11.44 69
6 months 6.88 66
1 Year 14.48 66
3 Year 15.89 58
5 Year 9.86 46
10 Year 14.00 38

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -49.73
Bull Market (2/09 - 3/21) 1,110.15

Load Adjusted Returns as of Jun 30, 2026

1 Year 14.47
5 Year 9.86
10 Year 14.00
Since Inception 10.74

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.09 11.44 NA NA
2025 -4.48 9.84 5.73 1.29
2024 10.32 1.62 4.84 2.15
2023 5.60 7.83 -3.76 12.12
2022 -5.92 -14.05 -4.48 7.22
2021 5.82 8.35 0.60 8.43

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.8812.3720.0822.87-17.2025.0818.5232.77-4.1124.4311.08
% Total Return Rel to Index -3.66-5.84-4.93-3.371.00-3.590.121.280.272.63-0.85
% Total Return Rel to Peer -1.38-0.330.69-0.122.493.02-1.394.352.743.753.26
% Perf Quintile vs Peer* 4.003.003.003.003.003.003.002.002.002.002.00
% Dividends 0.000.180.250.290.140.060.150.150.160.090.15
% Yield 0.000.310.450.340.340.120.370.410.550.270.55
Capital Gains ($) 0.006.553.880.861.303.390.470.492.821.940.81
Expense Ratio 0.870.880.890.900.910.920.960.990.991.021.06

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