MFS Series Trust I: MFS Core Equity Fund - Class A (MRGAX) Research

This fund aims to grow the value of your investment over the long term. It typically commits a significant portion—at least 80% of its total assets—to company stocks. The fund's strategy allows it to target businesses that the adviser believes are poised for robust earnings expansion (known as growth companies), those whose shares are trading at a discount to their estimated intrinsic worth (value companies), or a mixed portfolio incorporating characteristics of both approaches.

Market snapshot

Symbol
MRGAX
Price
$53.41
Day change
+1.02%
Market cap
$3.3B
52-week range
46.53-57.5
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Large Cap Equity Fund - Investor Class (AFDIX)
  • Baron Asset Fund Class R6 (BARUX)
  • Allspring Emerging Markets Equity Fund Admin Class (EMGYX)
  • BlackRock Advantage Large Cap Core Fund Investor A Shares (MDLRX)
  • PGIM Jennison Utility Fund Class A (PRUAX)
  • PGIM Jennison Utility Fund Class Z (PRUZX)
  • Touchstone Large Cap Focused Fund Class C (SCSCX)
  • Allspring Growth Fund - Class R6 (SGRHX)

Open MFS Series Trust I: MFS Core Equity Fund - Class A (MRGAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.