MFS Utilities features experienced managers whose process gives them room to outperform without going too far afield.
- NAV / 1-Day Return 21.31 / 1.19 %
- Total Assets 2.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.250%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Utilities
- Investment Style Mid Value
- Min. Initial Investment —
- Status Open
- TTM Yield 1.71%
- Turnover 23%
Morningstar’s Analysis MURRX
Will MURRX 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