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MFS® Core Equity Fund Class B

  • Symbol: MRGBX
  • Transaction Fee/Load Transaction Fee/Load 1  See Fidelity Fund Picks for no transaction fee alternatives

Major Market Sectors for Equities

 2 More Information
AS OF 1/31/2015
Portfolio Weight Large Growth
Technology 17.51% 24.16%
Healthcare 15.86% 18.85%
Financial Services 13.82% 10.56%
Consumer Cyclical 12.47% 17.03%
Industrials 9.85% 11.43%
Consumer Defensive 8.39% 6.35%
Energy 7.39% 4.61%
Basic Materials 5.19% 2.90%
Real Estate 4.24% 0.96%
Utilities 2.95% 0.39%
Communication Services 2.32% 2.74%

Asset Allocation

 2 More Information
AS OF 1/31/2015; MORNINGSTAR CATEGORY: Large Growth
Fund Category Average
Cash 1.98% 1.78%
Convertibles 0.00% 0.07%
Domestic Bond 0.00% 0.08%
Preferred Stock 0.00% 0.01%
Foreign Bond 0.00% 0.01%
Foreign Stock 5.79% 6.94%
Others 0.02% 0.08%
Domestic Stock 92.21% 91.04%

Top 10 Holdings

 2 More Information
AS OF 1/31/2015
Apple Inc 2.80%
Hess Corp 1.74%
Visa Inc Class A 1.63%
American International Group Inc 1.47%
Actavis PLC 1.27%
Wells Fargo & Co 1.26%
JPMorgan Chase & Co 1.21%
CVS Health Corp 1.21%
Valeant Pharmaceuticals International Inc 1.20%
Honeywell International Inc 1.18%
% of Total Portfolio 14.97%
Total # of holdings: 200 as of 1/31/2015

Equity StyleMap®*

AS OF 1/31/2015
LG current
Value Blend Growth

Large Growth

Invest in companies with market values greater than $10 billion that fund managers believe are poised for growth. Growth can be based on a variety of factors, such as revenue or earnings growth. Growth funds are typically focused on generating capital gains rather than income.

*98.14%  Fund Assets Covered

Regional Diversification

 2 More Information
AS OF 1/31/2015
Asia - Developed
Asia - Emerging
Europe - Emerging
United States
Latin America
Middle East
United Kingdom
Europe - ex Euro

Please note Regional Diversification information is based on the equity components only.

Country Diversification

 2 More Information
AS OF 1/31/2015
United States
United Arab Emirates
United Kingdom

Fund Facts

More Information
Fiscal Year End
Fund Inception
Share Class Inception
Fund Symbol
Order Cutoff Time
04:00 PM EST

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1. Transaction Fee:

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Under the asset allocation section, international (or foreign) assets may be reported differently depending on how an investment options reports its holdings. Some do not report international (or foreign) holdings here, but instead report them in a "Regional Diversification" section. Some report them in this section as an to the equity, bond and other allocation shown. Others report international (or foreign) holding as a subset of the equity and bond allocations shown. If the allocation without the foreign component (or round to) 100%, then international (or foreign) is a subset of the equity and bond percentage shown.

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Morningstar Category: Large Growth
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