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Mfs Core Equity Fund Class R4: (MF: MRGJX)

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

$56.97 USD

+1.88 (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 7.01 65
3 months 11.51 69
6 months 7.01 65
1 Year 14.76 65
3 Year 16.17 56
5 Year 10.14 42
10 Year 14.29 35

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -49.56
Bull Market (2/09 - 3/21) 1,161.60

Load Adjusted Returns as of Jun 30, 2026

1 Year 14.75
5 Year 10.13
10 Year 14.28
Since Inception 11.02

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.03 11.51 NA NA
2025 -4.42 9.92 5.81 1.34
2024 10.38 1.67 4.93 2.20
2023 5.65 7.91 -3.70 12.20
2022 -5.86 -14.01 -4.42 7.28
2021 5.87 8.43 0.67 8.48

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.0112.6520.3623.19-16.9925.3818.8433.09-3.8724.7711.36
% Total Return Rel to Index -3.56-5.56-4.65-3.051.21-3.300.441.600.512.98-0.57
% Total Return Rel to Peer -1.28-0.050.970.192.703.32-1.074.662.984.103.54
% Perf Quintile vs Peer* 4.003.003.003.002.003.003.002.002.002.002.00
% Dividends 0.000.370.370.360.250.170.230.200.230.240.22
% Yield 0.000.620.650.680.610.320.540.560.760.700.79
Capital Gains ($) 0.006.553.880.861.303.390.470.492.821.940.81
Expense Ratio 0.620.630.640.650.660.670.710.740.740.770.81

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