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Mfs Core Equity Fund Class R1: (MF: MRGGX)
(NASDAQ Mutual Funds) As of Aug 2, 2024 08:00 PM ET
$40.77 USD
-0.81 (-1.95%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.70 | 43 |
| 3 months | 1.43 | 45 |
| 6 months | 11.70 | 43 |
| 1 Year | 20.07 | 45 |
| 3 Year | 6.75 | 40 |
| 5 Year | 12.36 | 42 |
| 10 Year | 11.20 | 37 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.24 |
| Bull Market (2/09 - 3/21) | 732.62 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 20.07 |
| 5 Year | 12.36 |
| 10 Year | 11.20 |
| Since Inception | 9.65 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.12 | 1.43 | NA | NA |
| 2023 | 5.38 | 7.64 | -3.96 | 11.92 |
| 2022 | -6.08 | -14.24 | -4.61 | 6.99 |
| 2021 | 5.63 | 8.15 | 0.42 | 8.19 |
| 2020 | -19.20 | 20.21 | 8.06 | 12.06 |
| 2019 | 14.29 | 5.25 | 1.18 | 8.25 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.70 | 21.94 | -17.80 | 24.14 | 17.62 | 31.78 | -4.83 | 23.52 | 10.28 | -1.14 | 10.24 |
| % Total Return Rel to Index | -3.59 | -4.30 | 0.40 | -4.54 | -0.77 | 0.29 | -0.44 | 1.73 | -1.65 | -2.53 | -3.40 |
| % Total Return Rel to Peer | 1.04 | -1.05 | 1.89 | 2.08 | -2.28 | 3.35 | 2.02 | 2.84 | 2.46 | 0.45 | 2.03 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.13 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.34 | 0.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.86 | 1.30 | 3.39 | 0.47 | 0.49 | 2.82 | 1.94 | 0.81 | 2.59 | 2.14 |
| Expense Ratio | 1.64 | 1.65 | 1.66 | 1.67 | 1.71 | 1.74 | 1.74 | 1.77 | 1.81 | 1.80 | 1.80 |
* 1 = Top 20%, 5 = Bottom 20%