MRGAX Rating, Research - Mfs Core Equity A

Mfs Core Equity A (mrgax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 276

Threats + Weaknesses = 160

When strengths & opportunities substantially exceed threats & weaknesses an investment in the mrgax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Mfs Core Equity A (MRGAX) Description: MRGAX is a mutual fund, which is an investment that owns a basket of assets. The MRGAX mutual fund was provided by Mfs and this investment vehicle derives the majority of its value from equity holdings (stocks). Mfss mutual fund has a medium management tenure and is in the large fund size classification. MRGAXs minimum initial investment amount is $1000 while the IRA minimum is $250. MRGAXs expense ratio is roughly 1%. The latest MRGAXs front end load was 6% and the back end load was 0%. The Mfs Core Equity A (MRGAX) mutual fund falls under the large-cap mixed category. MRGAX focuses its investments in USA and MRGAX is not affiliated with a particular industry or fund sector. The Mfs Core Equity A (MRGAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MRGAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MRGAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital without regard to current income. The fund invests primarily in underlying funds that seek capital growth or appreciation by investing in common stock or securities convertible into or exchangeable for common stock, and in individual securities that may provide capital growth or appreciation. It may invest up to 20% of assets in underlying funds that invest primarily in long-term, medium-term, or short-term bonds and other fixed income securities of varying credit quality.

Management Analysis Update

Performance Analysis Update