Seeks capital appreciation through a diversified portfolio of large-cap equities.
MFS funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $1,000.
Visit MFS's website to open an account and purchase MWFAX.
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MFS Core Equity Fund Class A
Pre-filled with MWFAX's historical average return
MWFAX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on MWFAX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
MFS Core Equity Fund Class A
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Pre-filled with MWFAX's historical average return
Important: This projection uses simplified assumptions based on MWFAX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
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MWFAX is the ticker symbol for MFS Core Equity Fund Class A, a Large Blend mutual fund managed by MFS. Seeks capital appreciation through a diversified portfolio of large-cap equities.
MWFAX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
MWFAX has posted a 1-year return of +13.21%, 3-year return of +17.11%, 5-year return of +8.97%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
MWFAX requires a minimum initial investment of $1,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether MWFAX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Large Blend category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.