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Mfs Core Equity Fund Class R6: (MF: MRGKX)

(NASDAQ Mutual Funds) As of Jul 31, 2026 05:23 PM ET

$59.53 USD

+0.58 (0.98%)

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 7.05 65
3 months 11.53 69
6 months 7.05 65
1 Year 14.84 65
3 Year 16.28 55
5 Year 10.23 41
10 Year 14.38 35

* 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 Jun 30, 2026

1 Year 14.84
5 Year 10.23
10 Year 14.38
Since Inception 13.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.01 11.53 NA NA
2025 -4.41 9.95 5.82 1.36
2024 10.44 1.68 4.94 2.24
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.0512.7420.4823.27-16.9025.4718.9533.20-3.8024.8511.50
% Total Return Rel to Index -3.51-5.47-4.53-2.971.29-3.200.551.710.583.05-0.43
% Total Return Rel to Peer -1.240.031.090.272.793.41-0.954.773.054.173.68
% Perf Quintile vs Peer* 3.003.003.003.002.003.003.002.002.002.002.00
% Dividends 0.000.410.430.380.280.210.260.230.250.260.25
% Yield 0.000.640.690.710.650.370.560.580.780.720.83
Capital Gains ($) 0.006.553.880.861.303.390.470.492.821.940.81
Expense Ratio 0.540.550.560.560.570.590.630.660.660.680.69

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