MFS® Equity Opportunities Fund

US Equity | SRFAX
$ 33.76
$0.41 As of 12/15/17
$468M
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information

MFS® Equity Opportunities Fund

US Equity
SRFAX
$0.41 As of 12/15/17
As of 11/30/17
US Equity | SRFAX
$ 33.76
$0.41 As of 12/15/17
$468M
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information
INVESTMENT OBJECTIVE

Seeks capital appreciation.

INVESTMENT FOCUS

Opportunistic, multi-cap core approach that uses both fundamental and quantitative analysis

May be concentrated in a relatively small number of sectors

Fund Information

Fund Commencement
01/03/07
Net Assets ($ M)
As of 11/30/17
$468.77
Fiscal Year End
OCTOBER
Benchmark
Russell 1000 Index measures large-cap U.S. stocks.
Russell 1000® Index

Top 10 Holdings

As of 11/30/17
  • Owens Corning
  • Take-Two Interactive Software Inc
  • Unum Group
  • Electronic Arts Inc
  • Tyson Foods Inc
  • Grand Canyon Education Inc
  • Five Below Inc
  • Intuit Inc
  • SBA Communications Corp REIT
  • Citigroup Inc
MANAGERS

Important Risk Considerations

The fund may not achieve its objective and/or you could lose money on your investment in the fund.

Stock markets and investments in individual stocks are volatile and can decline significantly in response to issuer, market, economic, industry, political, regulatory, geopolitical, and other conditions.

The fund's performance could be more volatile than the performance of more diversified funds.

The fund's performance may be closely tied to the performance of companies in a limited number of sectors and could be more volatile than the performance of less focused funds.

The fund's strategy to use both fundamental and quantitative research may not produce the intended results.

MFS' investment analysis, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. Investments selected using quantitative models may not produce the intended results due to the factors used in the models, the weight placed on each factor in the models, changing sources of market return, and technical issues in the design, development, implementation, and maintenance of the models (e.g., incomplete or inaccurate data, programming or other software issues, and technology failures).

Please see the prospectus for further information on these and other risk considerations.

Performance

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Average Annual Total Returns %

Average Annual Total Returns %

These results represent the percent change in net asset value.
Monthly | Quarterly As of 09/30/17 (*YTD Updated Daily, As of 12/15/17 , subject to revision and not annualized.)

    Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

    MORNINGSTAR RATING
    Morningstar Overall Rating As of 11/30/17 Class A Shares

    Morningstar Large Blend

    Morningstar ratings are based on risk adjusted performance.

    OVERALL
    Out Of Funds
    NA
    OVERALL MORNINGSTAR RATING
    Morningstar Overall Rating As of 11/30/17 Class A Shares

    Morningstar Large Blend

    Morningstar ratings are based on risk adjusted performance.

    NA
    THREE YEAR
    Out Of Funds
    NA
    FIVE YEAR
    Out Of Funds
    NA
    TEN YEAR
    Out Of Funds
    NA

    Important Performance Information

    Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.

    Sales Charges

    Class A shares ("A") results include the maximum sales charge.

    Annual Rate of Return %
    Pricing & Distributions