Dow Up 0.51% Nasdaq Up 0.24%

MFS Equity Opportunities R5 (SRFHX)

28.92 Up 0.16(0.56%) Nov 21
Prev Close:28.76
YTD Return*:5.22%
Net Assets*:545.18M
Yield*:0.43%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for SRFHX at this time.

Top Holdings

Symbol% AssetsYTD Return %
FB3.5835.19
HCA3.1247.20
TWC2.7711.64
BURL2.6032.50
BRCM2.5042.22

Fund Basics

Morningstar Overall Rating:
Total Assets:545.18M
Category:Large Blend
Annual Report Expense Ratio (net):0.92%

Performance & Risk

YTD Return:5.22%
5y Avg Return:18.65%
Rank in Category (ytd):86
% Rank in Category (ytd):5.35%
Beta (3y):1.11
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback