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 22.05 / 1.87 %
- Total Assets 3.2 Bil
Adj. Expense Ratio
- 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?
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