MRGHX - MFS Core Equity Fund Class R3

Nasdaq - Nasdaq Delayed Price. Currency in USD

MFS Core Equity Fund Class R3

MFS Series Trust I

111 Huntington Avenue, 24th Floor

Boston, MA 2199

800-225-2606
Management Information
Joseph G. MacDougall,Lead Manager since April 30, 2008
Joseph G. MacDougall, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®), working directly on the firm's value and core equity portfolios. In addition, he serves as portfolio manager on the firm's U.S. research portfolios, providing general oversight of analyst-led portfolios. Joe joined MFS in 2000 and was named institutional portfolio manager in 2005. Prior to joining MFS, he was an investment analyst at UAM Investment Services and also served as the director of managed accounts and a senior financial analyst at New England Securities. Joe began working in the investment industry in 1995. He earned a Bachelor of Science degree in Finance from Boston College and a Master of Business Administration degree from Boston University. He holds Series 7 and 63 certifications from the Financial Industry Regulatory Authority (FINRA) and is a Chartered Financial Analyst (CFA) and a member of the Boston Security Analysts Society.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Blend
Fund FamilyMFS
Net Assets3.77B
YTD Return-2.52%
Yield0.44%
Morningstar Rating★★★★
Inception DateMar. 31, 2005

Fund Operations

Last Dividend0.15
Last Cap Gain0.00
Holdings Turnover39.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMRGHXCategory Average
Annual Report Expense Ratio (net)1.00%0.92%
Prospectus Net Expense Ratio1.00%N/A
Prospectus Gross Expense Ratio1.00%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.23%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection318N/A
5 Yr Expense Projection552N/A
10 Yr Expense Projection1,225N/A