The managers of MFS Utilities are doing a pretty good job of making this fund their own after the retirement of Maura Shaughnessy. The A, I, R3, R4, and R6 shares earn a Morningstar Analyst Rating of Bronze, while the more expensive share classes are rated Neutral.
MFS Utilities R1 MMUGX
NAV / 1-Day Return
21.65
/
0.37
%
Total Assets
3.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.760%
Expense Ratio
1.760%
Fee Level
Above Average
Longest Manager Tenure
6.83
years
Category
Utilities
Investment Style
Large ValueMin. Initial Investment
0
Status
Open
TTM Yield
0.97%
Turnover
30%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
So far, so good under the current managers.
