3 / 5 Stars
4 5 5 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#174 in Large Growth
U.S. News evaluated 463 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 29.37 percent over the past year, 16.14 percent over the past three years, 16.86 percent over the past five years, and 8.18 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||26.6%|
|3 Years (Annualized)||16.1%|
|5 Years (Annualized)||16.9%|
|10 Years (Annualized)||8.2%|
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. The fund may invest in foreign securities and may invest in companies of any size.
Fees are Average compared to funds in the same category.
MFS Core Equity Fund has an expense ratio of 1.15 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.