MFS Series Trust I: MFS Core Equity Fund - Class A
MRGAX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- MFS Series Trust I MA United States of America
- IPO Date
- Dec 29, 1995
- CIK
- 0000798244
- Website
- mfs.com
- Similar Companies
- Business
- MFS Series Trust I: MFS Core Equity Fund - Class A (MRGAX) is an open-end mutual fund that seeks capital appreciation through active management of a diversified portfolio of U.S. equities; it invests primarily in common stocks of companies across sectors, industries, and market capitalizations believed to offer the most attractive opportunities based on company-specific stock selection. The fund, part of the MFS Series Trust I series managed by MFS Investment Management, a global asset manager founded in 1924 and headquartered in Boston, Massachusetts, benchmarks its performance against the Russell 3000 Index and maintains approximately 175 holdings with a weighted average market capitalization of $1.15 trillion, top sectors including technology (32.76%), capital goods (13.62%), and financial services (13.37%), and top holdings such as Microsoft Corp., Apple Inc., Amazon.com Inc., NVIDIA Corp., and Alphabet Inc. Class A shares, which carry a maximum front-end sales charge of 5.75%, a net expense ratio of 0.89%, and commenced operations on January 2, 1996 alongside the fund itself, targeting individual and institutional investors seeking large-blend equity exposure with geographic focus predominantly in the United States (97.37% allocation). As of November 30, 2025, the fund manages net assets of $6.67 billion. In recent developments, MFS Investment Management launched two new actively managed exchange-traded funds in October 2025 using its proprietary Blended Research approach—the MFS Blended Research Core Equity ETF (BRCE) and MFS Blended Research International Equity ETF (BRIE)—expanding its core equity product offerings amid ongoing portfolio management by a team leveraging quantitative and fundamental research; the fund also declared significant year-end distributions in December 2024, including long-term capital gains of $3.35 per share.