Nasdaq - Delayed Quote • USD
MFS Equity Opportunities Fund Class R4 (SRFGX)
At close: January 31 at 8:01 PM EST
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27.76 - YTD Return 16.82%
- Expense Ratio 0.94%
- Category Large Blend
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating --
- Net Assets 232.18M
- Beta (5Y Monthly) 1.02
- Yield 1.30%
- 5y Average Return --
- Holdings Turnover 119.00%
- Last Dividend 0.24
- Inception Date May 1, 2008
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities. Equity securities include common stocks, equity interests in REITs, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. 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.
MFS
Fund Family
Large Blend
Fund Category
232.18M
Net Assets
2008-05-01
Inception Date
Performance Overview: SRFGX
Trailing returns as of 9/30/2019. Category is Large Blend.
Holdings: SRFGX
Top 10 Holdings (30.48% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorSRFGX
Consumer Cyclical 21.17%
Industrials 18.54%
Technology 14.93%
Consumer Defensive 12.16%
Real Estate 8.38%
Energy 7.98%
Healthcare 7.15%
Financial Services 4.55%
Utilities 2.66%
Communication Services 2.49%
Basic Materials 0.00%
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