Mfs E Equity Fund Quote
| MRGAX Fund | USD 53.67 0.01 0.02% |
PerformanceStrong
| Odds Of DistressLow
|
Mfs E is trading at 53.67 as of the 20th of July 2025; that is 0.02% up since the beginning of the trading day. The fund's open price was 53.66. Mfs E has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund normally invests at least 80 percent of the funds net assets in equity securities. It may invest the funds assets in the stocks of companies the adviser believes to have above average earnings growth potential compared to other companies , in the stocks of companies the adviser believes are undervalued compared to their perceived worth , or in a combination of growth and value companies.. More on Mfs E Equity
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Blend Funds, Large Blend, MFS, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 29th of December 2022 |
| Fiscal Year End | August |
Mfs E Equity [MRGAX] is traded in USA and was established 20th of July 2025. Mfs E is listed under MFS category by Fama And French industry classification. The fund is listed under Large Blend category and is part of MFS family. This fund now has accumulated 6.15 B in assets with no minimum investment requirementsMfs E Equity is currently producing year-to-date (YTD) return of 6.29% with the current yeild of 0.01%, while the total return for the last 3 years was 15.98%.
Check Mfs E Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs E Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs E Equity Mutual Fund Constituents
| AMT | American Tower Corp | Stock | Real Estate | |
| PFE | Pfizer Inc | Stock | Health Care | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| VZ | Verizon Communications | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| TMUS | T Mobile | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology |
Mfs E Equity Risk Profiles
| Mean Deviation | 0.6577 | |||
| Semi Deviation | 0.5554 | |||
| Standard Deviation | 0.9409 | |||
| Variance | 0.8853 |
Mfs E Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs E financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs E security.
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