Mutual Funds - Profile

MFS Core Equity Fund

US > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in companies across any size in the United States.

The investment process is designed to highlight companies that exhibit above average earnings growth potential. The process also focuses on undervalued companies that are trading at a discount to their estimated intrinsic value.

The research team combines fundamental and quantitative analysis to evaluate potential individual issuers.

The team focuses on companies exhibiting the most attractive opportunities in their industries.

Then the manager constructs a portfolio from a list of companies in the benchmark index favored by the research More

Price

  • Last Close
  • $43.54
    +0.5
  • 52 Week HL
  • $46.4 - $36.48
  • Net Assets
  • $5800 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 25, 2021

Company Holding
Apple Inc
Microsoft Corporation
Amazon Com
Alphabet Inc
Facebook Inc
Company Holding
Visa Inc
Johnson & Johnson
Bank Of
Eli Lilly
Adobe Inc
Total 0%

Manager

  • Name
  • Joseph G. MacDougall
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-8.7 % YTD

  • 3 Year
  • 23.92%
  • 5 Year
  • 54.33%
  • Best
  • 33.76%
    2013
  • Worst
  • -38.05%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
MRERX -9%24%19%29%-7%19%10%-1%10%31%14%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -5.2% 5.8% -19.1% 14.5% - 6.6% 0.4% 2.8% 1.4% 10.9% -
Q2 - 8.3% 20.4% 4.3% 6.1% 4.7% 2.7% 0.5% 4.1% 4% -
Q3 - 6% 8.2% 0.5% 6.4% 4.9% 4% -8.7% 0.4% 5.5% -
Q4 - -2.5% 10.7% 6.6% -13.8% 5.7% 3.4% 5.3% 4.6% 9.9% -

Returns +
M

J F M A M J J A S O N D
2022 -8.7% - - - - - - - - - - -
2021 -1.4% 3.1% 4% 5.5% 0.5% 2.1% 2.6% 2.7% 0.6% 0.8% -1.3% -3.6%

Annual
Return

Index Comparison

Alpha

NAV