MMUFX : MFS Utilities Fund Class A

MMUFX is a Sector Equity Market Utilities with HIGH fees.

MMUFX

MFS Utilities Fund Class A

FI Score

39 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

0 /10

Market Size

8 /10

39% FI Score
  • mmufx
  • Mutual Fund
  • Sector Equity
  • Utilities

MFS Utilities Fund Class A

Expenses: 0.99% (Better than 0% of similar funds)

This is a bad choice for a Utilities Sector Equity fund. See why ยป

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, water or other sanitary services; and issuers engaged in telecommunications, including telephone, cellular telephone, satellite, microwave, cable television, and other communications media (but not engaged in public broadcasting).

Largest Holdings

Amount Holding
6.87% NextEra Energy Inc
5.64% EDP Renovaveis SA
5.16% Dominion Energy Inc
4.69% Exelon Corp
3.83% Duke Energy Corp
3.13% Entergy Corp
3.04% FirstEnergy Corp
2.99% Enel SpA
2.80% Edison International
2.76% Public Service Enterprise Group Inc
2.72% Sempra Energy
2.67% American Electric Power Co Inc
2.61% Vistra Energy Corp
2.43% Iberdrola SA
2.34% Cheniere Energy Inc
2.26% DTE Energy Co
2.23% Enterprise Products Partners LP
2.22% Evergy Inc
2.01% Charter Communications Inc A
1.95% National Grid PLC
1.64% RWE AG
1.60% SSE PLC
1.59% AltaGas Ltd
1.58% Comcast Corp Class A
1.44% TELUS Corp

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