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MFS Core Equity R6 (MRGKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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55.20+0.04 (+0.07%)
At close: 08:00PM EDT

MFS Core Equity R6

Boston, MA 2199

111 Huntington Avenue, 24th Floor

MFS Series Trust I

Management information
Joseph G. MacDougall,Lead manager since 30 April 2008
- As an Equity Institutional Portfolio Manager, participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. Communicates investment policy, strategy, and positioning., . - Joined MFS in 2000; previous positions include Senior Product Manager. - Affiliations include CFA Institute, CFA Society of Boston,. - Boston University, MBA - Boston College, BS
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyMFS
Net assets6.68B
YTD return9.61%
Morningstar rating★★★★
Inception date1 Jan 2013

Fund operations

Last dividend0.39
Last cap gain28.00
Holdings turnover35.00%
Average for categoryN/A

Fees and expenses

ExpenseMRGKXCategory average
Annual report expense ratio (net)0.57%0.78%
Prospectus net expense ratio0.57%N/A
Prospectus gross expense ratio0.58%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A