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MFS Utilities A (MMUFX)

23.22 Up 0.26(1.13%) Oct 30

Profile as of Sep 29, 2014Get Profile for:
MFS Utilities A
111 Huntington Avenue24th Floor
Phone: 800-225-2606
Fund Overview 
Fund Family:MFS
Net Assets:6.27B
Year-to-Date Return:11.75%
Morningstar Rating:4 stars
Fund Inception Date:Feb 14, 1992
Morningstar Style Box 
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Management Information 
Maura A. Shaughnessy
Lead Manager since Feb 14, 1992
Maura A. Shaughnessy, CFA, is an investment officer of MFS Investment Management® (MFS®) and portfolio manager of the firm's utilities portfolios. Maura joined MFS in 1991 as a research analyst and became a portfolio manager in 1992. Prior to joining the firm she worked for Harvard Management Co. and the Federal Reserve Bank. A graduate of Colby College and the Amos Tuck School of Business Administration of Dartmouth College, she holds the Chartered Financial Analyst (CFA) designation.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:250
Min Initial Investment, AIP:N/A
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
MMUFX can be purchased from 125 brokerages.

Fund Summary 
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). It primarily invests its assets in equity securities, but may also invest in debt instruments, including less than investment grade quality debt instruments.

Fund Operations 
Last Dividend (Sep 29, 2014) : 0.05
Last Cap Gain : 0.00
Annual Holdings Turnover (Oct 28, 2014) : 54.00%
Average for Category:69.68%
Fees & Expenses 
ExpenseMMUFXCategory Avg
Annual Report Expense Ratio (net):1.01%1.20%
Prospectus Net Expense Ratio:1.01%N/A
Prospectus Gross Expense Ratio:1.01%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:5.75%5.06%
Max Deferred Sales Load: N/A2.36%
3 Yr Expense Projection*:878560
5 Yr Expense Projection*:1,101860
10 Yr Expense Projection*:1,7401,694
* Per $10,000 invested