MRGJX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

MFS Core Equity R4 (MRGJX) Ownership - Who owns MFS Core Equity R4?

The investment seeks capital appreciation... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

MRGJX

Net Assets

5.57B

Fund Existence

about 20 years

Turnover

30.00

Total Expense Ratio

0.64

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.65

Assets in Top Ten Holdings

2.05B

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

25.8M

Fund Type

OpenEnd

Index Fund

Management Fee

0.52

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

187.00

Number of Net Holdings

188.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

31.08%

Gain YTD

-13.675

Annual Yield % from dividends

0.70

Returns for 1 year

-11.61

Returns for 3 years

0.72

Returns for 5 years

50.47

Returns for 10 years

62.84

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General Information

Category LargeBlend

Profile

Fundamentals

Details