MFS Utilities features experienced managers whose process gives them room to outperform without going too far afield.
- NAV / 1-Day Return 19.98 / 1.96 %
- Total Assets 2.7 Bil
-
Adj. Expense Ratio
1.000%
- Expense Ratio 1.000%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Utilities
- Investment Style Large Value
- Min. Initial Investment —
- Status Open
- TTM Yield 1.98%
- Turnover 23%
Morningstar’s Analysis MMUHX
Will MMUHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 43
- Bond Holdings 0
- Other Holdings 19
- % Assets in Top 10 Holdings 50.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
EUR/USD FWD 20231020 Purchased
12.46
372,315,701
Derivative