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MFS Utilities R1 MMUGX

Analyst rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 22.05  /  1.87 %
  • Total Assets 3.2 Bil
  • Adj. Expense Ratio
    1.740%
  • Expense Ratio 1.740%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Small
  • Category Utilities
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.07%
  • Turnover 23%

Morningstar’s Analysis MMUGX

Will MMUGX 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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