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Home > Financial Services > Mutual Funds > MFS
MFS
The investment seeks capital appreciation and income. The fund normally invests at least 65 percent of assets in undervalued equity securities. It may invest in common stocks and related securities, such as preferred stock, convertible securities and depositary receipts. The fund may invest in securities traded in the over-the-counter markets, foreign securities and foreign currency exchange contracts. It may also engage in active and frequent trading.
MFS Union Standard Equity Fund seeks long-term growth of capital. The fund normally invests at least 80 percent of assets in equity securities. It may invest in common stocks and related securities, such as preferred stock, convertible securities and depositary receipts of companies with a unionized workforce and meet certain labor sensitivity guidelines. The fund may also invest in foreign securities and securities traded in the over-the-counter markets.
MFS Capital Opportunities Fund seeks capital appreciation. The fund normally invests at least 65 percent of assets in equity securities. It may invest in common stocks and related securities, such as preferred stock, convertible securities and depositary receipts. The fund may invest in securities traded in the over-the-counter markets, foreign securities and foreign currency exchange contracts. It may also engage in active and frequent trading.
The investment seeks long-term growth of capital. The fund normally invests at least 80 percent of assets in equity securities. It may invest in common stocks and related securities, such as preferred stock, convertible securities and depositary receipts, of companies with medium market capitalizations with above average growth potential. The minimum initial investment is 1000 dollars with minimum subsequent investment of 50 dollars.
MFS Massachusetts Investor Trust Fund seeks long-term growth of capital and current income is a secondary consideration. The fund normally invests at least 65 percent of assets in undervalued equity securities. It may invest in common stocks and related securities, such as preferred stock, convertible securities and depositary receipts of larger capitalization companies with growth potential. The fund may invest in foreign securities and foreign currency exchange contracts. The minimum initial investment is 100000 dollars with no minimum subsequent investment.
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