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MFS Utilities A MMUFX

Analyst rating as of
NAV / 1-Day Return
23.27  /  0.21 %
Total Assets
3.2 Bil
Adj. Expense Ratio
0.990%
Expense Ratio
0.990%
Fee Level
Low
Longest Manager Tenure
8.16 years
Category
Utilities
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.33%
Turnover
12%

Morningstar’s Analysis

Will MMUFX outperform in future?

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

An atypical utilities fund.

Analyst

Summary

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MFS Utilities’ managers use a well-established and distinctive approach. Its cheaper share classes earn a Morningstar Analyst Ratings of Bronze, while its pricier share classes are rated Neutral.

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