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MFS Utilities A (MMUFX)


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MFS Utilities A

MFS Series Trust VI111 Huntington Avenue 24th FloorBoston, MA 02199
800-225-2606
Management Information
Maura A. Shaughnessy,Lead Manager since February 13, 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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryUtilities
Fund FamilyMFS
Net Assets4.02B
YTD Return7.23%
Yield3.55%
Morningstar Rating★★★
Inception DateFeb 13, 1992

Fund Operations

Last Dividend0.04
Last Cap Gain0.00
Holdings Turnover27.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMMUFXCategory Average
Annual Report Expense Ratio (net)0.99%1.14%
Prospectus Net Expense Ratio0.99%N/A
Prospectus Gross Expense Ratio0.99%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%5.09%
Max Deferred Sales LoadN/A2.25%
3 Yr Expense Projection872N/A
5 Yr Expense Projection1,091N/A
10 Yr Expense Projection1,718N/A