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 Dow Down 0.72% Nasdaq Down 0.50%

MFS Utilities R3 (MMUHX)

23.53 Down 0.17(0.72%) Jul 25
Prev Close:23.70
YTD Return*:16.92%
Net Assets*:6.44B
Yield*:2.54%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for MMUHX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CMCSK3.478.88
NRG3.2227.44
PPL3.0419.33
CPN2.7519.84
ELCPF2.6759.79

Fund Basics

Morningstar Overall Rating:
Total Assets:6.44B
Category:Utilities
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:16.92%
5y Avg Return:18.30%
Rank in Category (ytd):43
% Rank in Category (ytd):62.32%
Beta (3y):0.68
Morningstar Risk Rating:4

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. View More
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