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    MFS Utilities A (MMUFX)

    20.04 Up 0.07(0.35%) Aug 28

    Profile as of Jul 30, 2015Get Profile for:
    MFS Utilities A
    MFS Series Trust VI111 Huntington Avenue 24th FloorBoston, MA 02199
    Phone: 800-225-2606
    Fund Overview 
    Fund Family:MFS
    Net Assets:5.92B
    Year-to-Date Return:-0.74%
    Morningstar Rating:4 stars
    Fund Inception Date:Feb 14, 1992
    Morningstar Style Box 
    [View Category Definition]
    View Top Utilities Funds
    About the Morningstar Style Box
    Management Information 
    Maura A. Shaughnessy
    Lead Manager since Feb 14, 1992
    Ms. Shaughnessy has managed the MainStay VP MFS® Utilities Portfolio since 2012. She 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 is a CFA® charterholder.
    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 128 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).

    Fund Operations 
    Last Dividend (Jul 30, 2015) : 0.04
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Aug 26, 2015) : 46.00%
    Average for Category:61.19%
    Fees & Expenses 
    ExpenseMMUFXCategory Avg
    Annual Report Expense Ratio (net):0.97%1.18%
    Prospectus Net Expense Ratio:0.97%N/A
    Prospectus Gross Expense Ratio:0.97%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*:866541
    5 Yr Expense Projection*:1,080827
    10 Yr Expense Projection*:1,6961,625
    * Per $10,000 invested