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MFS Utilities B MMUBX

Analyst rating as of
NAV / 1-Day Return
23.40  /  0.64 %
Total Assets
3.2 Bil
Adj. Expense Ratio
1.760%
Expense Ratio
1.760%
Fee Level
Low
Longest Manager Tenure
7.05 years
Category
Utilities
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Closed
TTM Yield
0.69%
Turnover
30%
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Morningstar’s Analysis

Will MMUBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

So far, so good under the current managers.

Senior Analyst

Summary

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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.

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