MFS Equity Opportunities B
500 Boylston StreetBoston MA 02116
Map
Phone: 800-225-2606
| Category: | Large Blend | | Fund Family: | MFS | | Net Assets: | 158.75M | | Year-to-Date Return: | 6.18% | | Yield: | 0.42% | | Morningstar Rating: |  | | Fund Inception Date: | Jan 2, 2007 |
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Matthew Krummell
Lead Manager since Jan 31, 2010 | | | ï Investment Officer
ï Quantitative Equity Portfolio Manager
ï Responsible for final buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions.
ï Joined MFS in 2001
ï Previous experience includes: three years as an Analyst and Portfolio Manager for Pioneer Investments; two years as an Assistant Vice President developing and implementing trading and equity models for Putnam Investments; and three years as an Associate for Mellon Capital
ï Affiliation(s): CFA Institute
ï University of Chicago, MBA
ï University of California, BA, Phi Beta Kappa |
| Min Initial Investment: | 1,000 | | Min Initial Investment, IRA: | 250 | | Min Initial Investment, AIP: | 0 | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation.
The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, and depositary receipts for such securities. The adviser may invest the fund's assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. |
| Last Dividend
(Dec 12, 2012)
:
| 0.08 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 123.00% | | Average for Category: | 51.91% |
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| Expense | SRFBX | Category Avg |
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| Annual Report Expense Ratio (net): | 2.09% | 1.11% | | Prospectus Net Expense Ratio: | 2.09% | N/A | | Prospectus Gross Expense Ratio: | 2.09% | N/A | | Max 12b1 Fee: | 1.00% | N/A | | Max Front End Sales Load: | N/A | 5.27% | | Max Deferred Sales Load:
| 4.00% | 2.36% | | 3 Yr Expense Projection*: | 955 | 775 | | 5 Yr Expense Projection*: | 1,324 | 1,258 | | 10 Yr Expense Projection*: | 2,229 | 2,352 |
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0.05(0.23%) May 21