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MFS CORE EQUITY FUND A

Ticker: MRGAX ISIN: US5529838840
Add to portfolio Portfolio analysis in 2min
Mutual Fund
Fund size
$6.15B
Category
Large Blend
$55.60 0.47%
Price as of 2026-08-21 · NMFQS

Performance by timeframe

Rolling returns
1 Month +4.20%
6 Months +11.42%
1 Year +15.54%
5 Years +9.77% p.a.+59.34%
10 Years +13.98% p.a.+269.90%
Since inception +9.78% p.a.+928.33%
Calendar year returns
YTD +11.31%
2025 +12.33%
2024 +20.01%
2023 +22.88%
2022 -17.24%
2021 +25.26%

Key stats

AUM
6.15B
1Y return
15.54%
Volatility (1Y)
12.71%
52-week range
46.53 - 56.63
Section 1

Fund overview

Fund profile data from fundamentals.

Domicile USA
Section 2

Performance & risk

Historical return and risk indicators over fixed windows.

Returns

1M return 4.20%
6M return 11.42%
1Y return 15.54%
5Y return 59.34%

Risk

Volatility (1Y) 12.71%
52-week range 46.53 - 56.63

Details

Instrument metadata and source update timestamps.

Symbol MRGAX
Name MFS CORE EQUITY FUND A
Asset type MUTUAL_FUND
Exchange NMFQS
Currency USD
ISIN US5529838840
Country USA
Code + exchange MRGAX.NMFQS
Fundamentals updated 2025-03-31

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