MRGBX Rating, Research - Mfs Core Equity B

Mfs Core Equity B (mrgbx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 255

Threats + Weaknesses = 159

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

Fund Management Team

Fund Description Update

Mfs Core Equity B (MRGBX) Description: MRGBX is a mutual fund, which is an investment that owns a basket of assets. The MRGBX 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 small fund size classification. MRGBXs minimum initial investment amount is $1000 while the IRA minimum is $250. MRGBXs expense ratio is roughly 2%. The latest MRGBXs front end load was 0% and the back end load was 4%. The Mfs Core Equity B (MRGBX) mutual fund falls under the large-cap mixed category. MRGBX focuses its investments in USA and MRGBX is not affiliated with a particular industry or fund sector. The Mfs Core Equity B (MRGBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MRGBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MRGBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests at least 80% of net assets (plus any borrowings for investment purposes) in common stocks (see stock research) of U.S. issuers. It may invest in long and short positions of publicly traded equity securities (see equity research). The fund may include equity securities (see equity research) included in the Russell 1000 index and/or S&P 500 index. Its long equity exposure ranges from 110% to 133% of the net assets and its short equity exposure ranges from 10% to 33% net assets. The funds non-diversified.


Management Analysis Update


Performance Analysis Update