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Morningstar

MFS Utilities R6 MMUKX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 22.72  /  0.00
  • Total Assets 3.2 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Utilities
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.09%
  • Turnover 23%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis MMUKX

Will MMUKX 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 MMUKX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

A standout.

Analyst

Summary

| by Paul Ruppe

MFS Utilities has seasoned and well-resourced comanagers that carry out a thoughtful and distinctive approach. The strategy’s share classes earn upgrades of their Morningstar Analyst Ratings to a range from Gold to Bronze, depending on fees, from a mix of Bronze and Neutral.

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