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MFS Core Equity R4 (MRGJX) Fund Ranking and Research

Ranking, Research and Recommendation of MFS Core Equity R4 (MRGJX) Fund

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Graph of MFS Core Equity R4 Fund (MRGJX) ManagerFund Manager - Joseph G. MacDougall

Fund Manager Information

Fund Manager Tenure: 11.9 years
Similar Funds: MRGAX  MRGBX  MRGCX  MRGGX  MRGHX  MRGKX  MRGRX 
Fund Family: MFS
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Joseph G. MacDougall is an Investment Officer and Associate Portfolio Manager working directly on the firm's value and core equity portfolios. In addition, he serves as Portfolio Manager on the firm's research portfolios, providing general oversight of analyst-led portfolios. Joseph joined MFS in 2000 and was named Associate Portfolio Manager in 2005. He has over ten years of experience in the investment industry.  Get more insights on Joseph G. MacDougall

 

Graph of MFS Core Equity R4 Fund (MRGJX) ProfileMFS Core Equity R4 Fund (MRGJX) Profile

Fund Profile and Description

MFS Core Equity R4 Fund seeks capital appreciation. MFS Core Equity R4 Fund normally invests at least 80% of net assets in equity securities. It may invest in the stock of growth companies, value companies, or in a combination of growth and value companies. MFS Core Equity R4 Fund may invest in companies of any size. It may also invest assets in foreign securities and derivatives.

 

MFS Core Equity R4 (MRGJX) Fund Strength What we like about MFS Core Equity R4 (MRGJX) Fund

Data for MFS Core Equity R4 Fund (MRGJX) as of May 30, 2016

  • MFS Core Equity R4 Fund (MRGJX) management has been with MFS Core Equity R4 Fund for 11.9 years
  • MFS Core Equity R4 Fund (MRGJX) has good mid-term performance (3-year return 9.98% vs 9.43% Large Blend category median performance)
  • MFS Core Equity R4 Fund (MRGJX) has good Long-term performance (5-year return 10.66% vs 10.15% Large Blend category median performance)
  • MFS Core Equity R4 Fund (MRGJX) ratio of up-years vs down years is greater than 2
  • MFS Core Equity R4 Fund (MRGJX) has a Morningstar rating of 4 and above
  • Asset base in MFS Core Equity R4 Fund (MRGJX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • MFS Core Equity R4 Fund (MRGJX) has an annual stock turnover rate of 53.00% vs Large Blend average of 53.12%. It is good that MFS Core Equity R4 management does not trade extensively for its return.
  • MFS Core Equity R4 Fund (MRGJX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.33, lower than category average of 11.67
  • MFS Core Equity R4 Fund (MRGJX) has a lower expense ratio than its Large Blend average: 0.79% vs 1.02%
  • MFS Core Equity R4 Fund (MRGJX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

MFS Core Equity R4 Fund (MRGJX) Weakness What we are cautious about MFS Core Equity R4 (MRGJX) Fund

Data for MFS Core Equity R4 Fund (MRGJX) as of May 30, 2016

  • MFS Core Equity R4 Fund (MRGJX) has a less-than-ideal short-term performance (1-year return -1.81% vs -1.15% Large Blend category median performance)
See MFS Core Equity R4 Fund (MRGJX) performance details as of May 30, 2016

 

What do you think?

 

Compare MFS Core Equity R4 Fund (MRGJX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
MFS Core Equity R43.01-1.819.9810.66
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare MFS Core Equity R4 Fund (MRGJX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of MFS Core Equity R4 Fund (MRGJX) Net Asset TrackingMFS Core Equity R4 (MRGJX) Fund Net Asset

Track net asset change of MFS Core Equity R4 fund (MRGJX)

DateNet Asset
05/2016$1.26B
03/2016$1.23B
02/2016$1.16B
More historic net asset information on MFS Core Equity R4 Fund (MRGJX)

  

Graph of MFS Core Equity R4 Fund (MRGJX) Portfolio TrackingMFS Core Equity R4 (MRGJX) Fund Portfolio Allocation

Track portfolio allocation change of MFS Core Equity R4 fund (MRGJX)

DateCashStockBondOther
04/20161.54%97.39%0%0.71%
02/20160.85%98.04%0%0.74%
01/20160.85%98.11%0%0.71%
Click here to see more historic asset allocation information on MFS Core Equity R4 Fund (MRGJX)

 

graph of MFS Core Equity R4 Fund (MRGJX) Top 10 Position TrackingTop 10 Holdings in MFS Core Equity R4 (MRGJX) Fund

Discover what MFS Core Equity R4 Fund (MRGJX) manager is buying

Apr 29, 2016
Chevron Corporation Common Stoc [2.47%]
Alphabet Inc. [1.95%]
Wells Fargo & Company Common St [1.93%]
JP Morgan Chase & Co. Common St [1.71%]
Apple Inc. [1.59%]
American Tower Corporation (REI [1.52%]
Broadcom Limited [1.43%]
D/B/A Chubb Limited New Common [1.43%]
Medical Properties Trust, Inc. [1.39%]
Honeywell International Inc. Co [1.25%]

Feb 28, 2016
Alphabet Inc. [2.08%]
Apple Inc. [2.05%]
Wells Fargo & Company Common St [1.97%]
Chevron Corporation Common Stoc [1.95%]
JP Morgan Chase & Co. Common St [1.64%]
D/B/A Chubb Limited New Common [1.51%]
American Tower Corporation (REI [1.34%]
Allergan plc Ordinary Shares [1.33%]
Medical Properties Trust, Inc. [1.3%]
Medtronic plc. Ordinary Shares [1.24%]

Jan 30, 2016
Alphabet Inc. [2.19%]
Apple Inc. [2.05%]
Chevron Corporation Common Stoc [1.98%]
JP Morgan Chase & Co. Common St [1.72%]
Wells Fargo & Company Common St [1.72%]
American International Group, I [1.4%]
American Tower Corporation (REI [1.36%]
Allergan plc Ordinary Shares [1.29%]
Visa Inc. [1.24%]
Medical Properties Trust, Inc. [1.22%]
Click here for Stock Holding Change Map in MFS Core Equity R4 Fund (MRGJX)

  

Latest News on MFS Core Equity R4 (MRGJX) Fund

See what is happening with MFS Core Equity R4 Fund (MRGJX)

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MFS Core Equity R4 Fund (MRGJX) Related ResourcesSee more information on MFS Core Equity R4 (MRGJX) Fund

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