Mfs utilities fund.
fund's assets in issuers in a single country or region. MFS may invest a significant percentage of the fund’s assets in a single issuer or a small number of issuers. While MFS may use derivatives for any investment purpose, to the extent MFS uses derivatives, MFS expects to use derivatives primarily to increase or decrease currency exposure.
09/30/23 Past performance is no guarantee of future results. Fund returns assume the reinvestment of dividends and capital gain distributions. Class I shares are available without a sales charge to eligible investors. The fund focuses on utilities stocks believed to have strong growth prospects.Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019.Jul 18, 2023 · Distribution Fee Level Low. Share Class Type Retirement, Medium. Category Utilities. Investment Style Mid Value. Min. Initial Investment —. Status Open. TTM Yield 1.95%. Turnover 23%. USD | NAV ... Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019.
If you check this box, anyone using the computer you are working from now will be able to enter your mfs.com homepage without having to know or enter your user name and password.For the MFS ® Funds listed below: MFS ... MFS ® GLOBAL TOTAL RETURN FUND. MFS ® INFLATION-ADJUSTED BOND FUND. MFS ® STRATEGIC INCOME FUND. MFS ® UTILITIES FUND. Effective August 15, 2018, the Ticker Symbol Table is restated in its entirety as follows: Fund. Ticker Symbols. Class. A. Class. T. Class. B. Class. C. Class. …Analyze the Fund MFS Utilities Fund Class A having Symbol MMUFX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.
Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019.
If you check this box, anyone using the computer you are working from now will be able to enter your mfs.com homepage without having to know or enter your user name and password.MMUCX - MFS Utilities C - Review the MMUCX stock price, growth, performance, sustainability and more to help you make the best investments.View the latest MFS Utilities Fund;A (MMUFX) stock price, news, historical charts, analyst ratings and financial information from WSJ.Nov 20, 2017 · $ 1.0B As of 09/30/23 Overview Performance Portfolio & Holdings Information Fees Resources INVESTMENT OBJECTIVE Seeks total return. INVESTMENT FOCUS Flexibility to own bonds and convertibles Focuses on utility stocks believed to have strong growth prospects Invest at least 80% of our assets in utilities and related securities Fund Information MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests at least 80% of the fund’s net assets in securities of issuers in the utilities industry. MFS considers a company to be in the utilities industry if, at the time of investment, MFS determines that a substantial portion (i.e., at least 50%) of the ...
Apr 1, 2023 · Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019.
MMUCX | A complete MFS Utilities Fund;C mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.
YTD returns. as of 11/29/2023. Product 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 ...MFS Access. Access your MFS mutual fund, IRA, 529 savings plan accounts, quarterly statements, and sign up for eDelivery. Active share is calculated by taking the absolute value of the difference between each issuer's weighting in the index and its weighting in the portfolio, summing, then dividing by two. The higher the number, the more the ... The fund may have exposure to foreign currencies through its investments in foreign securities. The fund offers dividends monthly and capital gains annually. MMUFX: MFS Utilities Fund A - Fund ...Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019.Costs & Fees Risk SEE FULL INTERACTIVE CHART About MMUFX The MFS Utilities Fund falls into Morningstar’s Utilities category. This category includes electric, natural gas and telephone service...
Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019. Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019.MFS. Address. 500 Boylston St. Boston, MA 02116. Phone. 800 225-2606. MMUFX: MFS Utilities Fund A - Class Information. Get the lastest Class Information for MFS Utilities Fund A from Zacks ...March 1, 2008 (Addition of Class W Shares of MFS Utilities Fund) April 1, 2008 (Redesignation of MFS Emerging Growth Fund as MFS Growth Fund) June 1, 2008 (Redesignation of MFS Union Standard Equity Fund as MFS Blended Research Core Equity Fund; and Establishment of Class W, R1, R2 and R3 Shares of MFS High Yield …GAUAX - Gabelli Utilities A - Review the GAUAX stock price, growth, performance, sustainability and more to help you make the best investments.March 1, 2008 (Addition of Class W Shares of MFS Utilities Fund) April 1, 2008 (Redesignation of MFS Emerging Growth Fund as MFS Growth Fund) June 1, 2008 (Redesignation of MFS Union Standard Equity Fund as MFS Blended Research Core Equity Fund; and Establishment of Class W, R1, R2 and R3 Shares of MFS High Yield …
In addition, for funds that primarily invest in shares of MFS funds, when posting a fund's top 10 securities holdings, all of the following, as applicable, will be posted all securities positions in shares of MFS funds, top 10 aggregated equity securities contained within fund investments and top 10 aggregated debt instrument securities ...
Document and Entity Information. Total. Prospectus: Document Type: 485BPOS: Document Period End DateScott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019.In addition, for funds that primarily invest in shares of MFS funds, when posting a fund's top 10 securities holdings, all of the following, as applicable, will be posted all securities positions in shares of MFS funds, top 10 aggregated equity securities contained within fund investments and top 10 aggregated debt instrument securities ...MFS UTILITIES FUND CLASS A- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical stack of three evenly spaced horizontal lines.Access your MFS mutual fund, IRA, 529 savings plan accounts, quarterly statements, and sign up for eDelivery. Active share is calculated by taking the absolute value of the difference between each issuer's weighting in the index and its weighting in the portfolio, summing, then dividing by two. The higher the number, the more the weights differ ... MFS: MFS Utilities Fund - Class R3: 750,876 MFS Total Return - Class R3: 617,811 Vanguard: Vanguard Real Estate Index Fund - Admiral: 776,217 Vanguard 500 Index Fund - Admiral: 5,433,163 Vanguard LifeStrategy Moderate Growth Fund: 787,548 Vanguard Small Cap Value Index Fund - Admiral: 1,388,422 Vanguard Global Capital …For the MFS ® Funds listed below: MFS ... MFS ® GLOBAL TOTAL RETURN FUND. MFS ® INFLATION-ADJUSTED BOND FUND. MFS ® STRATEGIC INCOME FUND. MFS ® UTILITIES FUND. Effective August 15, 2018, the Ticker Symbol Table is restated in its entirety as follows: Fund. Ticker Symbols. Class. A. Class. T. Class. B. Class. C. Class. …Login to MFS.com For Financial Advisors, RIAs, Analysts, Institutional Clients and Consultants only Please make the necessary corrections below: ... MFS closed-end fund information. 1-800-637-2304. MFS Annuity Services. 1-877-253-2323. Outside the U.S. 1-617-954-5000. MFS Institutional Advisors. 1-617-954-5000. Reach us by mail.2.00%. Get the latest MFS Utilities Fund Class A (MMUFX) real-time quote, historical performance, charts, and other financial information to help you make more informed …
MFS SERIES TRUST VI | MFS® Utilities Fund: MFS® Utilities Fund: SUPPLEMENT TO THE PROSPECTUS. The date of this supplement is April 10, 2017. ...
MFS® Utilities Fund. Before you invest, you may want to review the fund’s prospectus, which contains more information about the fund and its risks.You can find the fund’s prospectus and other information about the fund, including the fund’s reports to shareholders and statement of additional information, online at funds.mfs.com.
If you check this box, anyone using the computer you are working from now will be able to enter your mfs.com homepage without having to know or enter your user name and password.MFS® Utilities Fund: SUPPLEMENT TO PROSPECTUS. The date of this supplement is September 27, 2013. For Certain MFS® Funds: Effective immediately, in the second paragraph of the sub-section entitled “Fees and Expenses” beneath the main heading “Summary of Key Information,” the reference to the page number of the “Waivers of Sales ...MFS Utilities Fund Class A (MMUFX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount.MFS considers a company to be in the utilities industry if, at the time of investment, MFS determines that a substantial portion (i.e., at least 50%) of the company’s assets or revenues are derived from one or more utilities. Issuers in the utilities industry include issuers engaged in the manufacture, production, generation, transmission ...About MMUBX. The MFS Utilities Fund falls into Morningstar’s Utilities category. This category includes electric, natural gas and telephone service providers. This is a sector fund that invests ...EXHIBIT NO. 99.(h) 4 . AMENDMENT TO SHAREHOLDER SERVICING AGREEMENTS . WHEREAS, each of the investment companies listed on Annex A hereto (each a “Fund” and collectively the “Funds”) is a party to a Shareholder Servicing Agreement, as amended, (the “Agreements”) with MFS Service Center, Inc. (“MFSC”); and. WHEREAS, the Funds and …Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019.MFS Utilities Fund . MFS Series Trust VII: MFS Emerging Markets Equity Research Fund. MFS Equity Income Fund. MFS Intrinsic Value Fund . MFS Series Trust VIII: MFS Global Growth Fund. MFS Income Fund . MFS Series Trust IX: MFS Corporate Bond Fund. MFS Inflation-Adjusted Bond Fund.1y Perf. MFS Utilities Fund Class A. -4.23. MFS® Variable Insurance Trust Utilities Series Initial Class. -4.10. MFS Utilities Fund Class R4. -4.02. MFS Utilities Fund Class I.MMUBX | A complete MFS Utilities Fund;B mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.
If you check this box, anyone using the computer you are working from now will be able to enter your mfs.com homepage without having to know or enter your user name and password.Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019. Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019.Instagram:https://instagram. fasstockstocks ex dividendstocks and mergerscan you make money in currency trading Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019. invest in start enginerobo etf holdings EXHIBIT NO. 99.(e) 2 . AMENDMENT TO DISTRIBUTION AGREEMENTS . WHEREAS, each series from time to time of each Trust listed on Annex A hereto (referred to individually as a “Fund” and collectively as the “Funds”) is a party to a Distribution Agreement, as amended, (the “Agreements”) with MFS Fund Distributors, Inc. (the “Distributor”); andThe MFS Utilities Ret Opt, a TLIC Separate Account, invests exclusively in the MFS Utilities Fund (Class R3 Shares), a mutual fund (Fund). Investment Objective & Strategy 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 etrade cash balance program vs sweep Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019.MMUCX | A complete MFS Utilities Fund;C mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.View the latest MFS Utilities Fund;A (MMUFX) stock price, news, historical charts, analyst ratings and financial information from WSJ.