MFS® Core Equity Fund

US Equity | MRGAX
$ 32.86
$0.07 As of 12/11/17
$1.8B
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information

MFS® Core Equity Fund

US Equity
MRGAX
$0.07 As of 12/11/17
As of 11/30/17
US Equity | MRGAX
$ 32.86
$0.07 As of 12/11/17
$1.8B
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information
INVESTMENT OBJECTIVE

Seeks capital appreciation.

INVESTMENT FOCUS

Core stock fund broadly diversified by sector, industry and holdings

Focuses on companies believed to offer most attractive opportunities in their industries through company specific stock selection

Fund Information

Fund Commencement
01/02/96
Net Assets ($ M)
As of 11/30/17
$1853.22
Fiscal Year End
AUGUST
Benchmark
Russell 3000 Index measures the U.S. stock market.
Russell 3000® Index

Top 10 Holdings

As of 11/30/17
  • Citigroup Inc
  • Facebook Inc
  • Alphabet Inc Class A
  • Chevron Corp
  • Aon PLC
  • Amazon.com Inc
  • Pfizer Inc
  • Analog Devices Inc
  • Johnson & Johnson
  • American Tower Corp REIT

Important Risk Considerations

The fund may not achieve its objective and/or you could lose money on your investment in the fund.

Stock markets and investments in individual stocks are volatile and can decline significantly in response to issuer, market, economic, industry, political, regulatory, geopolitical, and other conditions.

Please see the prospectus for further information on these and other risk considerations.

Performance

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Average Annual Total Returns %

Average Annual Total Returns %

These results represent the percent change in net asset value.
Monthly | Quarterly As of 09/30/17 (*YTD Updated Daily, As of 12/10/17 , subject to revision and not annualized.)

    Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

    The performance shown is attributable in part to unusual market conditions. These conditions may not be repeated in the future.
    MORNINGSTAR RATING
    Morningstar Overall Rating As of 10/31/17 Class A Shares

    Morningstar Large Blend

    Morningstar ratings are based on risk adjusted performance.

    OVERALL
    Out Of Funds
    NA
    OVERALL MORNINGSTAR RATING
    Morningstar Overall Rating As of 10/31/17 Class A Shares

    Morningstar Large Blend

    Morningstar ratings are based on risk adjusted performance.

    NA
    THREE YEAR
    Out Of Funds
    NA
    FIVE YEAR
    Out Of Funds
    NA
    TEN YEAR
    Out Of Funds
    NA

    Important Performance Information

    Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.

    Included in all fund classes' total returns for the month of May 31, 2017, are proceeds received from a non-recurring litigation settlement against Household International Inc. Had these proceeds not been included, all total returns within calendar year 2017 would have been lower by 0.72%

    Sales Charges

    Class A shares ("A") results include the maximum sales charge.

    Annual Rate of Return %
    Pricing & Distributions