MFS Core Equity B
500 Boylston St 15 Th Fl Boston MA 02116
Map
Phone: 800-225-2606
| Category: | Large Blend | | Fund Family: | MFS | | Net Assets: | 76.08M | | Year-to-Date Return: | 27.71% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-97 |
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Katrina A. Mead
Lead Manager since
31-May-05 | | | Value Equity Portfolio Manager - Participates in the research process and strategy discussions, assesses portfolio risk, collaborates on portfolio construction, manages daily cash flows, and communicates investment policy and strategy - Joined MFS in 1997 as an Equity Research Analyst following global auto & auto parts, medical devices, telecom & networking and U.S. regional banks; named Associate Portfolio Manager in 2002; named Portfolio Manager in 2004 |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in equity securities. It may invest in the stock of growth companies, value companies, or in a combination of growth and value companies. The fund may invest in companies of any size. It may also invest assets in foreign securities and derivatives. |
| Last Dividend
(10-Dec-09):
| 0.00 | | Last Cap Gain
(11-Dec-07):
| 1.46 | | Annual Holdings Turnover
| 109.00% | | Average for Category:
| 78.74% |
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| Expense | MRGBX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | 4.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.20% Nasdaq 
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