MFS® Core Equity Fund

Scorecard
4 / 5 Stars
Lipper
4 5 5 3 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A (Buy)

U.S. News evaluated 465 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.83 percent over the past year, 14.57 percent over the past three years, 21.99 percent over the past five years, and 8.52 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.5%
1 Year 22.8%
3 Years (Annualized) 14.6%
5 Years (Annualized) 22.0%
10 Years (Annualized) 8.5%

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Summary

The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in equity securities. It may invest in the stocks of companies the adviser believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies the adviser believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.

Fees

Fees are Average compared to funds in the same category.
MFS® Core Equity Fund has an expense ratio of 0.86 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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