The managers of MFS Utilities are doing a pretty good job of making this fund their own after the retirement of Maura Shaughnessy. The A, I, R3, R4, and R6 shares earn a Morningstar Analyst Rating of Bronze, while the more expensive share classes are rated Neutral.
Will MMUBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MMUBX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MMUBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MMUBX’s parent organization’s priorities and whether they’re in line with investors’ interests.