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Mfs Equity Opportunities Fund Class C (SRFCX)

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MFS Equity Opportunities C historical data, for real-time data please try another search

26.11 +0.08 +0.31%

25/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: MFS

Asset Class: Equity

Morningstar Rating:
Total Assets: 37.66M

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SRFCX Overview

On this page you'll find an in-depth profile of Mfs Equity Opportunities Fund Class C. Learn about the key management, total assets, investment strategy and contact information of SRFCX among other information.

Contact Information

Address 111 Huntington Avenue
Boston,MA 02199-7632
United States

Phone +1 8779606077

Web www.mfs.com

Top Executives

Name	Title	Since	Until
Jonathan W. Sage	Investment Officer, Portfolio Manager	2015	Now
Biography	Jonathan W. Sage, CFA, is an investment officer and a portfolio manager at MFS Investment Management. He manages blended research equity strategies utilized by the firm's mutual funds and institutional accounts. He joined MFS in 2000 as a quantitative equity research analyst and was named a portfolio manager in 2005. Prior to joining MFS, Jonathan spent two years as a supervisor of portfolio administration for Santander Global Advisors, Inc. and three years as a senior mutual fund accountant for First Data Investor Services Group.
James C. Fallon	Investment Officer, Portfolio Manager	2015	Now
Biography	James C. Fallon is an investment officer and portfolio manager at MFS Investment Management®(MFS®). He manages domestic and international quantitative portfolios as a member of the MFS Quantitative Solutions team. James earned a bachelor’s degree from the University of New Hampshire and a Master of Business Administration degree from Boston University. He is a member of the CFA Institute and the Boston Security Analysts Society.
John (Jed) E. Stocks	Investment Officer, Portfolio Manager, Quantitative Risk Management	2015	Now
Biography	As a Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2001; previous positions include Quantitative Research Analyst; Quantitative Research Associate; Teleservices Representative. - Previous experience includes 1 year as Client Service Specialist and Order Desk Specialist at Patagon.com Securities.- John re-joined the firm in 2001. His original start date was February 1999.
Matthew W. Krummell	Investment Officer,Portfolio Manager	2010	Now
Biography	Investment Officer As a Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk and cash management. Participates in the research process and strategy discussions. Joined MFS in 2001 Previous experience includes 3 years as Analyst and Portfolio Manager at Pioneer Investments; 2 years as Assistant Vice President at Putnam Investments; 3 years as Associate at Mellon Capital Management. Affiliations include Boston Security Analysts Society, Inc., CFA Institute. University of Chicago, MBA University of California, Berkeley, BA, Phi Beta Kappa
G. Michael Mara	Director/Portfolio Manager	2000	2010
Biography	G. Michael Mara — Mr. Mara is a Managing Director and Portfolio Manager with ICC and part of the ICC’s four member Quantitative Strategies Group. Prior to ICC, Mr. Mara served as Chairman, Chief Executive Officer and founder of Valley Forge Capital Advisors, Inc. (“VFCA”), a SEC-Registered Investment Adviser. Prior to his position with VFCA, Mr. Mara served in senior executive positions with Millennium Bank, Vanguard Asset Management & Trust and Merrill Lynch. Mr. Mara earned his B.A. at Emerson College and his M.B.A. from the American University.

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Recent Quotes

Name	Price	Chg.	Chg. %
MFS Equity Opport.	26.11	+0.08	+0.31%
MetLife Series 25.	136.000	+0.010	+0.01%
BlackRock Global .	9.540	0.000	0%
HSBC Global Inves.	10.065	-0.022	-0.22%
ESON FUNDO DE INV.	4.410	+0.002	+0.05%
World Investment .	0.022	0.000	0.00%
RPS EQUITY HEDGE .	1.170	-0.030	-2.34%
CAD/IDR	11,891.12	+35.66	+0.30%