MFS® Equity Opportunities Fund

Scorecard
4 / 5 Stars
Lipper
5 4 4 2 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 36.94 percent over the past year, 16.86 percent over the past three years, 23.27 percent over the past five years, and 8.89 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 3.1%
1 Year 36.9%
3 Years (Annualized) 16.9%
5 Years (Annualized) 23.3%
10 Years (Annualized) 8.9%

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Summary

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, equity interests in real estate investment trusts (REITs), 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

Fees are Above Average compared to funds in the same category.
MFS® Equity Opportunities Fund has an expense ratio of 1.27 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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