MFS Core Equity Fund Class A (MRGAX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 5.29% | 4.68% | 0.61% |
Year-to-Date | 5.17% | 4.66% | 0.51% |
1 Year | 18.08% | 0.00% | 18.08% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
33%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 33% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.10%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,377
Real cost (fees + lost compounding)
$1,706
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-5.47%