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MFS Utilities R2 MURRX

Analyst rating as of
NAV / 1-Day Return
22.98  /  1.96 %
Total Assets
3.1 Bil
Adj. Expense Ratio
1.260%
Expense Ratio
1.260%
Fee Level
Low
Longest Manager Tenure
7.04 years
Category
Utilities
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.08%
Turnover
30%
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Morningstar’s Analysis

Will MURRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

So far, so good under the current managers.

Senior Analyst

Summary

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The managers of MFS Utilities are doing a pretty good job of making this fund their own after the retirement of Maura Shaughnessy. The A, I, R3, R4, and R6 shares earn a Morningstar Analyst Rating of Bronze, while the more expensive share classes are rated Neutral.

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