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Mfs Core Equity Fund Class I: (MF: MRGRX)

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

$61.29 USD

+2.02 (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 11.50 69
6 months 7.01 65
1 Year 14.74 65
3 Year 16.18 56
5 Year 10.14 42
10 Year 14.29 35

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 114.75
Bear Market (10/07 - 2/09) -49.58
Bull Market (2/09 - 3/21) 1,164.09

Load Adjusted Returns as of Jun 30, 2026

1 Year 14.74
5 Year 10.13
10 Year 14.29
Since Inception 8.85

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.02 11.50 NA NA
2025 -4.44 9.93 5.79 1.35
2024 10.42 1.66 4.92 2.22
2023 5.67 7.88 -3.68 12.17
2022 -5.86 -13.99 -4.42 7.26
2021 5.87 8.43 0.66 8.49

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.0112.6320.4023.18-16.9925.3718.8233.12-3.8924.7611.38
% Total Return Rel to Index -3.55-5.58-4.61-3.061.21-3.310.411.630.502.97-0.55
% Total Return Rel to Peer -1.28-0.071.010.182.703.31-1.094.702.964.093.56
% Perf Quintile vs Peer* 4.003.003.003.002.003.003.002.002.002.002.00
% Dividends 0.000.360.370.360.240.180.240.210.240.240.24
% Yield 0.000.570.620.630.570.320.530.550.750.680.81
Capital Gains ($) 0.006.553.880.861.303.390.470.492.821.940.81
Expense Ratio 0.620.630.640.650.660.670.710.740.740.770.80

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