MFS Utilities;C (MMUCX.O)

At A Glance

You hold MMUCX.O in 0 portfolios

Net Asset Value

22.27USD

 0.05 +0.23%

04/21/2014

Category
Sector Equity
YTD Return (Cumulative)
 7.69%
Classification
Utility
5 Year Return (Annualized)
 19.62%
Manager Benchmark
Lipper Utility Fund IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 over 10 years »

 MMUCX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyMFS Funds Class C
Inception Date01/03/1994
Portfolio Turnover54%
Dividend Yield--
Fund ManagerMaura A. Shaughnessy
Manager Tenure2005
MFS Investment Management
111 Huntington Avenue
Boston, MA 02199

Fees, Expenses, & Minimums

Load TypeLevel
Total Expense Ratio1.76%
Max 12b-1 Fee Ratio1.0x
Early Redemption Fee0.00%
Initial Investment$1,000
Subsequent Investments$0
Initial IRA Investments$250
Subsequent IRA Investments$0

Investment Strategy

The Fund seeks total return. The Fund normally invests at least 80% its net assets in securities of issuers in the utilities industry. The utilities industry is defined as issuers engaged in electric, gas or other types of energy, and issuers engaged in telecommunications, including wireless, telephone, and cable.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
60
Consistent Return
 
60
Capital Preservation
 
10722
Low Expense
 
16
Tax Efficiency (U.S. only)
 
61

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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