MFS Utilities I
500 Boylston St15th FloorBoston MA 02116
Map
Phone: 800-225-2606
| Category: | Utilities | | Fund Family: | MFS | | Net Assets: | 4.95B | | Year-to-Date Return: | 5.45% | | Yield: | 2.99% | | Morningstar Rating: |  | | Fund Inception Date: | Jan 1, 1997 |
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Maura A. Shaughnessy
Lead Manager since Feb 13, 1992 | | | Shaughnessy is a senior vice president with MFS Investment Management. She joined the firm in 1991 as an equity analyst and was promoted to vice president in 1992 and senior vice president in 1998. Previously, she worked as an analyst with Harvard Management from 1987 to 1991. She also spent two years as an analyst with the Federal Reserve.
Shaughnessy holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | 0 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| 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. |
| Last Dividend
(Apr 29, 2013)
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| 0.04 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 46.00% | | Average for Category: | 57.25% |
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| Expense | MMUIX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.77% | 1.24% | | Prospectus Net Expense Ratio: | 0.77% | N/A | | Prospectus Gross Expense Ratio: | 0.77% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.10% | | Max Deferred Sales Load:
| N/A | 2.44% | | 3 Yr Expense Projection*: | 246 | 559 | | 5 Yr Expense Projection*: | 428 | 846 | | 10 Yr Expense Projection*: | 954 | 1,683 |
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0.01(0.05%) May 20