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MFS Equity Opportunities Fund

SRFDX:US
NASDAQ GM
31.04
USD
0.03
0.10%
As of 5/18/2018
Fund Type
Open-End Fund
52Wk Range
29.05 - 33.83
1 Yr Return
7.50%
YTD Return
-3.09%
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Previous Close
31.07
52Wk Range
29.05 - 33.83
1 Yr Return
8.42%
YTD Return
-3.09%
Fund Type
Open-End Fund
Objective
Blend Broad Market
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 05/18/2018)
31.04
Total Assets (m USD) (on 05/18/2018)
394.654
Inception Date
05/01/2008
Last Dividend (on 12/14/2017)
0.55423
Dividend Indicated Gross Yield
-
Fund Managers
JONATHAN W SAGE / JOHN STOCKS
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
-
12b-1 Fee
1.00%
Current Mgmt Fee
0.75%
Expense Ratio
1.94%

Top Fund Holdings

Name Position Value % of Fund
196.22 k 15.82 m 3.79
192.91 k 14.10 m 3.38
136.35 k 13.33 m 3.20
124.36 k 12.52 m 3.00
166.55 k 12.19 m 2.92
326.35 k 12.06 m 2.89
191.69 k 11.99 m 2.88
465.83 k 11.71 m 2.81
121.97 k 11.70 m 2.81
245.63 k 11.69 m 2.81
Profile
MFS Equity Opportunities Fund is an open-end fund incorporated in the USA. The Fund seeks capital appreciation by investing in equity securities of companies it believes to have above average earnings growth potential or are undervalued compared to their perceived worth or in a combination of growth and value companies.
Address
MFS Funds
500 Boylston Street
Boston, MA 02116
Phone
1-617-954-5000