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.
- NAV / 1-Day Return 21.92 / 0.87 %
- Total Assets 2.9 Bil
-
Adj. Expense Ratio
0.990%
- Expense Ratio 1.000%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Utilities
- Investment Style Large Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 1.75%
- Turnover 23%
Morningstar’s Analysis MMUFX
Will MMUFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 41
- Bond Holdings 0
- Other Holdings 13
- % Assets in Top 10 Holdings 51.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
USD/EUR FWD 20230721 Purchased
13.07
411,962,316
Derivative