Nasdaq - Delayed Quote USD

MFS Core Equity R4 (MRGJX)

51.39
+1.62
+(3.25%)
At close: 8:01:40 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.51%
5y Average Return 14.23%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (May 7, 2025) 34.48%
Worst 1Y Total Return (May 7, 2025) --
Best 3Y Total Return 34.48%
Worst 3Y Total Return 7.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MRGJX
Category
YTD
-5.25%
5.31%
1-Month
-0.86%
-4.19%
3-Month
-9.28%
3.90%
1-Year
8.55%
20.31%
3-Year
10.38%
6.48%
5-Year
13.69%
11.78%
10-Year
11.59%
10.96%
Last Bull Market
18.72%
25.56%
Last Bear Market
-14.01%
-15.11%

Annual Total Return (%) History

Year
MRGJX
Category
2025
--
--
2024
20.36%
--
2023
23.19%
22.32%
2022
-16.99%
-16.96%
2021
25.37%
26.07%
2020
18.86%
15.83%
2019
33.07%
28.78%
2018
-3.89%
-6.27%

2017
24.78%
20.44%
2016
11.37%
10.37%
2015
-0.15%
-1.07%
2014
11.38%
10.96%
2013
34.48%
31.50%
2012
16.87%
14.96%
2011
-0.84%
-1.27%
2010
17.24%
14.01%
2009
33.19%
28.17%
2008
-37.75%
-37.79%
2007
8.78%
6.16%
2006
13.53%
14.17%
2005
--
5.88%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.43% -- -- --
2024 10.39% 1.67% 4.94% 2.20%
2023 5.65% 7.92% -3.70% 12.20%
2022 -5.87% -14.01% -4.42% 7.30%
2021 5.87% 8.43% 0.68% 8.48%
2020 -18.99% 20.50% 8.36% 12.36%
2019 14.60% 5.51% 1.44% 8.50%
2018 0.16% 3.91% 6.81% -13.54%
2017 6.77% 4.76% 5.05% 6.19%
2016 0.48% 2.87% 4.11% 3.48%

2015 2.92% 0.66% -8.55% 5.39%
2014 1.48% 4.26% 0.56% 4.69%
2013 11.12% 3.45% 6.34% 10.01%
2012 12.73% -3.95% 7.43% 0.47%
2011 5.22% 0.21% -15.27% 11.00%
2010 5.54% -11.31% 12.40% 11.43%
2009 -8.34% 18.11% 15.89% 6.17%
2008 -11.15% 0.42% -10.07% -22.42%
2007 2.51% 6.45% 1.61% -1.90%
2006 3.21% -2.95% 5.51% 7.41%
2005 3.43% 2.47% -- --

Rank in Category (By Total Return)

YTD 60
1-Month 57
3-Month 83
1-Year 67
3-Year 59
5-Year 69

Load Adjusted Returns

1-Year 8.55%
3-Year 10.38%
5-Year 13.69%
10-Year 11.59%

Performance & Risk

YTD Return -3.51%
5y Average Return 14.23%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family MFS
Net Assets 6.07B
YTD Return -5.25%
Yield 0.71%
Morningstar Rating
Inception Date Jan 02, 2013

Fund Summary

The fund normally invests at least 80% of the fund's net assets in equity securities. It may invest the fund's assets in the stocks of companies the adviser believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies the adviser believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.

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