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Mfs Core Equity Fund Class R6: (MF: MRGKX)
(NASDAQ Mutual Funds) As of May 2, 2024 08:00 PM ET
$52.03 USD
+0.53 (1.03%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.44 | 44 |
| 3 months | 10.44 | 44 |
| 6 months | 23.93 | 41 |
| 1 Year | 28.82 | 42 |
| 3 Year | 10.26 | 25 |
| 5 Year | 14.43 | 28 |
| 10 Year | 12.70 | 22 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 28.82 |
| 5 Year | 14.43 |
| 10 Year | 12.70 |
| Since Inception | 13.91 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.44 | NA | NA | NA |
| 2023 | 5.68 | 7.90 | -3.67 | 12.21 |
| 2022 | -5.84 | -13.97 | -4.40 | 7.31 |
| 2021 | 5.90 | 8.45 | 0.68 | 8.50 |
| 2020 | -18.95 | 20.51 | 8.38 | 12.38 |
| 2019 | 14.62 | 5.53 | 1.47 | 8.51 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.44 | 23.27 | -16.90 | 25.47 | 18.95 | 33.20 | -3.80 | 24.85 | 11.50 | -0.06 | 11.47 |
| % Total Return Rel to Index | -0.11 | -2.97 | 1.29 | -3.20 | 0.55 | 1.71 | 0.58 | 3.05 | -0.43 | -1.44 | -2.16 |
| % Total Return Rel to Peer | 0.49 | 0.27 | 2.79 | 3.41 | -0.95 | 4.77 | 3.05 | 4.17 | 3.68 | 1.53 | 3.27 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 | 2.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.38 | 0.28 | 0.21 | 0.26 | 0.23 | 0.25 | 0.26 | 0.25 | 0.23 | 0.22 |
| % Yield | 0.00 | 0.73 | 0.65 | 0.37 | 0.56 | 0.58 | 0.78 | 0.72 | 0.83 | 0.78 | 0.67 |
| Capital Gains ($) | 0.00 | 0.86 | 1.30 | 3.39 | 0.47 | 0.49 | 2.82 | 1.94 | 0.81 | 2.59 | 2.15 |
| Expense Ratio | 0.00 | 0.56 | 0.57 | 0.59 | 0.63 | 0.66 | 0.66 | 0.68 | 0.69 | 0.70 | 0.71 |
* 1 = Top 20%, 5 = Bottom 20%