MFS� Utilities Fund Class C

 (MUTF:MMUCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.47%  
1 week
   
-1.33%  
4 week
   
-0.36%  
3 month
   
-1.76%  
YTD
   
-0.07%  
1 year   +8.16%
   
3 years*   +12.53%
   
5 years*   +12.66%
   
*annualized
Best 3 month return+21.08%  
Worst 3 month return-30.35%  

Morningstar statistics

Morningstar category: Utilities
  Return Risk Rating
3 years Average Average
5 years Average Average
10 years Above Average Above Average
Overall Above Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets6.36B 
Front load-  
Deferred load1.00%  
Expense ratio1.72%  
Management fee-  
Fund familyMFS 

Asset allocation

Cash4.64%  
Stocks89.68%  
Bonds0.09%  
Preferred3.63%  
Other1.95%  

Purchase information

Initial$1,000  
IRA Initial$250  
AIP Initial$0  
21.11-0.35(-1.63%)
Mar 6, 4:00PM EST Overall Morningstar RatingTM

Description

The investment seeks total return. The fund normally invests at least 80% of its net assets in securities of issuers in the utilities industry. Issuers in the utilities industry include issuers engaged in the manufacture, production, generation, transmission, sale or distribution of electric, gas or other types of energy, and issuers engaged in telecommunications, including wireless, telephone, and cable (but not engaged in public broadcasting).
Fund filings (PDF) »
Asset managers:
Claud Davis (Started: Apr 30, 2014)
Maura Shaughnessy (Started: Feb 14, 1992)
Advisor Company:
Massachusetts Financial Services Co
Fund family reports on Morningstar »
MFS, 111 Huntington Avenue, Boston, MA 02199, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 2.09 4.04 5.27 5.09
Beta* 0.97 0.77 0.71 0.78
Mean annual return 0.79 1.08 1.11 0.94
R-squared* 56.08 62.18 76.90 77.39
Standard deviation 10.61 10.17 11.80 14.68
Sharpe ratio 0.89 1.26 1.12 0.67
* Against standard index

Top 10 holdings

Security Net Assets  
NextEra Energy Inc (NEE) 3.68%  
PPL Corp (PPL) 3.65%  
Comcast Corp Class A (CMCSK) 2.78%  
Exelon Corp (EXC) 2.60%  
NRG Energy Inc (NRG) 2.56%  
Williams Companies Inc (WMB) 2.52%  
Sempra Energy (SRE) 2.44%  
Kinder Morgan, Inc. (KMI) 2.43%  
Public Service Enterprise Group Inc (PEG) 2.34%  
Calpine Corp (CPN) 1.95%