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MFS® Equity Opportunities Fund

       
   
   
   

Fact Sheet

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Symbol: SRFAX   CUSIP:  55275E473   Newspaper Abbreviation: PENDING   Fund number: 1040  
Daily NAV:  $27.04  (as of 4/17/14)
    Characteristics Fund Profile Performance Portfolio Management Dividends and Capital Gains Price History Fund Reports/Prospectus Insightful Investing

Holdings-based Characteristics

View Performance-based Characteristics
 
Portfolio characteristic data are based on unaudited net assets.

 
 
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Portfolio - Equity Level Data
(on 3/31/14)
Characteristics
Weighted Average Price/Earnings (next 12 months) 14.39x
Weighted Average Price/Cash Flow 9.35x
Weighted Average Price/Sales 1.06x
Weighted Average Price/Book 1.95x
Weighted Average IBES Long Term EPS Growth 10.69%
Weighted Average Market Cap $44.2b
Weighted Median Market Cap $19.7b
# of Stock Holdings 45
% in Stocks 97.99%
% in Cash & Other 1 2.01%
% in Top Ten 27.35%

Sector Weights
(on 3/31/14)
% Assets 
Financial Services 24.01%
Health Care 11.80%
Utilities & Communications 10.53%
Special Products & Services 9.73%
Technology 9.63%
Retailing 8.67%
Energy 8.03%
Leisure 4.77%
Transportation 2.66%
Basic Materials 2.64%
Industrial Goods & Services 2.14%
Cash & Other1 2.01%
Consumer Staples 1.93%
Autos & Housing 1.48%

Region
(on 3/31/14)
Country % Assets 
North America   95.34%
  United States 95.34%
Emerging Markets   2.66%
  Panama 2.66%
Cash & Other1   2.01%
  Cash & Other 2.01%

Weighted Average IBES Long Term EPS Growth sourced from: Thomson Reuters.

 

Equity Portfolio Characteristics displayed prior to 1/31/10 reflects its market value, and is not based on equivalent exposure, which may differ.

 

Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.

 

1 Cash and other assets are less liabilities.

 
This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.