MMUHX – Fund Analysis – MFS Utilities R3 | Morningstar

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Will MMUHX outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the MMUHX 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 MMUHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A good choice for active utilities exposure.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

MFS Utilities features experienced managers whose process gives them room to outperform without going too far afield.

by Todd Trubey

Rated on Jul 18, 2023 Published on Jul 18, 2023

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