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    MFS Equity Opportunities A (SRFAX)

    28.08 Up 0.58(2.11%) Dec 18
    Prev Close:27.50
    YTD Return*:4.53%
    Net Assets*:541.00M
    Yield*:0.24%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    FB3.3538.08
    CTCT3.075.73
    HCA3.0644.52
    TWC2.8012.39
    PKG2.7220.21

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:541M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.27%

    Performance & Risk

    YTD Return:4.53%
    5y Avg Return:17.13%
    Rank in Category (ytd):96
    % Rank in Category (ytd):6.08%
    Beta (3y):1.10
    Morningstar Risk Rating:4

    Fund Summary

    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, equity interests in real estate investment trusts (REITs), 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. View More
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