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Morningstar

MFS Utilities R1 MMUGX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 21.92  /  +1.15 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    1.770%
  • Expense Ratio 1.770%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Small
  • Category Utilities
  • Investment Style Mid Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.37%
  • Turnover 15%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis MMUGX

Will MMUGX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MMUGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MMUGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MMUGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound utilities’ holding for patient investors.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

MFS Utilities’ seasoned comanagers ply a reasonable approach to outperform in the narrow domestic utilities area.

by Todd Trubey
Rated on Published on

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Portfolio Holdings MMUGX

More MMUGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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