MFS Core Equity B
500 Boylston St 15 Th Fl Boston MA 02116
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Phone: 800-225-2606
| Category: | Large Blend | | Fund Family: | MFS | | Net Assets: | 104.23M | | Year-to-Date Return: | -35.75% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-97 |
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Katrina A. Mead
Lead Manager since
31-May-05 | | | Mead is a vice president and portfolio manager with MFS Investment Management. Mead 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. |
| 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
(26-Sep-97):
| 0.00 | | Last Cap Gain
(11-Dec-07):
| 1.46 | | Annual Holdings Turnover
| 283.00% | | Average for Category:
| 71.85% |
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| Expense | MRGBX | Category
Avg | | Total Expense Ratio: | 1.90%
| 1.11% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 4.00%
| 2.63% | | 3 Yr Expense Projection*: |
$893 | $572 | | 5 Yr Expense Projection*: |
$1,223 | $876 | | 10 Yr Expense Projection*: |
$2,050 | $2,504 |
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6.54% Nasdaq 
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