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Mfs Core Equity Fund Class R3: (MF: MRGHX)
(NASDAQ Mutual Funds) As of Oct 11, 2024 08:00 PM ET
$53.89 USD
+0.42 (0.79%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.91 | 45 |
| 3 months | 5.90 | 52 |
| 6 months | 8.51 | 52 |
| 1 Year | 23.90 | 44 |
| 3 Year | 6.84 | 39 |
| 5 Year | 13.94 | 39 |
| 10 Year | 12.13 | 29 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -49.73 |
| Bull Market (2/09 - 3/21) | 866.02 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 20.97 |
| 5 Year | 13.20 |
| 10 Year | 12.03 |
| Since Inception | 10.47 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.32 | 1.62 | NA | NA |
| 2023 | 5.60 | 7.83 | -3.76 | 12.12 |
| 2022 | -5.92 | -14.05 | -4.48 | 7.22 |
| 2021 | 5.82 | 8.35 | 0.60 | 8.43 |
| 2020 | -19.03 | 20.39 | 8.32 | 12.25 |
| 2019 | 14.53 | 5.44 | 1.39 | 8.43 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.91 | 22.87 | -17.20 | 25.08 | 18.52 | 32.77 | -4.11 | 24.43 | 11.08 | -0.39 | 11.10 |
| % Total Return Rel to Index | -3.63 | -3.37 | 1.00 | -3.59 | 0.12 | 1.28 | 0.27 | 2.63 | -0.85 | -1.78 | -2.53 |
| % Total Return Rel to Peer | 1.06 | -0.12 | 2.49 | 3.02 | -1.39 | 4.35 | 2.74 | 3.75 | 3.26 | 1.20 | 2.90 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 | 2.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.29 | 0.14 | 0.06 | 0.15 | 0.15 | 0.16 | 0.09 | 0.15 | 0.14 | 0.12 |
| % Yield | 0.00 | 0.60 | 0.34 | 0.12 | 0.37 | 0.41 | 0.55 | 0.27 | 0.55 | 0.51 | 0.41 |
| Capital Gains ($) | 0.00 | 0.86 | 1.30 | 3.39 | 0.47 | 0.49 | 2.82 | 1.94 | 0.81 | 2.59 | 2.15 |
| Expense Ratio | 0.90 | 0.90 | 0.91 | 0.92 | 0.96 | 0.99 | 0.99 | 1.02 | 1.06 | 1.05 | 1.05 |
* 1 = Top 20%, 5 = Bottom 20%