4 / 5 Stars
5 3 4 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#26 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 30.06 percent over the past year, 16.42 percent over the past three years, 18.98 percent over the past five years, and 8.45 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||19.0%|
|10 Years (Annualized)||8.4%|
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, 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.
Fees are Above Average compared to funds in the same category.
MFS® Equity Opportunities Fund has an expense ratio of 1.27 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.