MFS Utilities features experienced managers whose process gives them room to outperform without going too far afield.
- NAV / 1-Day Return 21.19 / 0.52 %
- Total Assets 2.6 Bil
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Adj. Expense Ratio
- Expense Ratio 0.750%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Utilities
- Investment Style Mid Value
- Min. Initial Investment —
- Status Open
- TTM Yield 2.34%
- Turnover 23%
Morningstar’s Analysis MMUIX
Will MMUIX 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 41
- Bond Holdings 0
- Other Holdings 12
- % Assets in Top 10 Holdings 50.6