MFS Utilities’ managers use a well-established and distinctive approach. Its cheaper share classes earn a Morningstar Analyst Ratings of Bronze, while its pricier 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.