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MFS Utilities B MMUBX

Analyst rating as of
NAV / 1-Day Return
24.24  /  0.66 %
Total Assets
3.3 Bil
Adj. Expense Ratio
1.740%
Expense Ratio
1.740%
Fee Level
Low
Longest Manager Tenure
8.57 years
Category
Utilities
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Closed
TTM Yield
1.01%
Turnover
12%

Morningstar’s Fund Analysis MMUBX

Will MMUBX outperform in future?

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

A standout.

Analyst

Summary

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MFS Utilities has seasoned and well-resourced comanagers that carry out a thoughtful and distinctive approach. The strategy’s share classes earn upgrades of their Morningstar Analyst Ratings to a range from Gold to Bronze, depending on fees, from a mix of Bronze and Neutral.

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