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    MFS Utilities R3 (MMUHX)

    22.90 Up 0.06(0.26%) Dec 19
    Prev Close:22.84
    YTD Return*:15.67%
    Net Assets*:6.55B
    Yield*:2.63%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for MMUHX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    PPL3.2922.96
    NEE3.2126.15
    CMCSK3.0315.19
    WMB2.9935.05
    NRG2.839.30

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.55B
    Category:Utilities
    Annual Report Expense Ratio (net):1.00%

    Performance & Risk

    YTD Return:15.67%
    5y Avg Return:14.88%
    Rank in Category (ytd):55
    % Rank in Category (ytd):84.62%
    Beta (3y):0.71
    Morningstar Risk Rating:3

    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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