MMUJX – MFS Utilities R4 Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks total return. The fund normally invests at least 80% of its net assets in securities of issuers in the utilities industry. Issuers in the utilities industry include issuers engaged in the manufacture, production, generation, transmission, sale or distribution of electric, gas or other types of energy, water or other sanitary services; and issuers engaged in telecommunications, including telephone, cellular telephone, satellite, microwave, cable television, and other communications media (but not engaged in public broadcasting). It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MMUIX	MFS Utilities Fund Class I	Institutional	Open			Jan 2, 1997	$533.32M	0.760%	Below Average	$0	−$6.26M
MMUFX	MFS Utilities Fund Class A	Front Load	Open			Feb 14, 1992	$1.50B	1.010%	Low	$1,000	−$168.12M
MMUBX	MFS Utilities Fund Class B	Deferred Load	Closed			Sep 7, 1993	$1.40M	1.760%	Low	$1,000	−$3.13M
MMUCX	MFS Utilities Fund Class C	Level Load	Open			Jan 3, 1994	$45.77M	1.760%	Below Average	$1,000	−$5.97M
MMUJX	MFS Utilities Fund Class R4	Retirement, Large	Open			Apr 1, 2005	$18.95M	0.760%	Below Average	$0	$2.11M
MMUKX	MFS Utilities Fund Class R6	Retirement, Large	Open			Jun 1, 2012	$80.08M	0.670%	Low	$0	−$8.43M
MURRX	MFS Utilities Fund Class R2	Retirement, Medium	Limited			Oct 31, 2003	$17.34M	1.260%	Low	$0	−$2.57M
MMUHX	MFS Utilities Fund Class R3	Retirement, Medium	Open			Apr 1, 2005	$123.66M	1.010%	Low	$0	−$26.40M
MMUGX	MFS Utilities Fund Class R1	Retirement, Small	Limited			Apr 1, 2005	$4.51M	1.760%	Above Average	$0	−$492,754.15

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