Mfs utilities fund.
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.
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. MMUFX: Utilities Fund | MFS Login Login to MFS.com For Financial Advisors, RIAs, Analysts, Institutional Clients and Consultants only User Name : Password : Remember me Forgot your password? Register MFS Access For Shareholders Only Access your MFS mutual fund, IRA, 529 savings plan accounts, quarterly statements, and sign up for eDelivery. LoginUnfortunately, money doesn’t grow on trees. While some put their money in Certificate of Deposits (CD), savings accounts or other places where money slowly accrues, others choose to invest them in mutual funds.This is for persons in the US only. Analyze the Fund MFS Utilities Fund Class C having Symbol MMUCX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.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 ...
Find the latest MFS Utilities A (MMUFX) stock quote, history, news and other vital information to help you with your stock trading and investing.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 ... 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.
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... 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.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 ...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. MMUKX - MFS Utilities R6 - Review the MMUKX stock price, growth, performance, sustainability and more to help you make the best investments.
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...
MFS Investment Management. MFS Investment Management (MFS) is a global asset management firm serving investors worldwide. Our global research team covers the world through their offices in nine locations- Boston, Hong Kong, London, Mexico City, São Paulo, Singapore, Sydney, Tokyo and Toronto; offering a comprehensive selection of financial …
MFS ® Utilities Fund . Effective immediately, the sub-section entitled “Principal Investment Strategies” under the main heading “Summary of Key Information” is restated in its entirety as follows: MFS (Massachusetts Financial Services Company, the fund's investment adviser) normally invests at least 80% of the fund’s net assets in ...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 ... 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.MMUIX | A complete MFS Utilities Fund;I mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.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 …Document and Entity Information. Total. Prospectus: Document Type: 485BPOS: Document Period End Date
MFS FUNDS. AMENDED AND RESTATED MASTER DISTRIBUTION PLAN PURSUANT TO RULE 12b-1 UNDER THE. INVESTMENT COMPANY ACT OF 1940 . Effective January 1, 1997, Amended and Restated effective: April 26, 2005. January 24, 2006. ... March 1, 2008 (Addition of Class W Shares of MFS Utilities Fund)See MFS Utilities Fund (MMUFX) mutual fund ratings from all the top fund analysts in one place. See MFS Utilities Fund performance, holdings, fees, risk and other data from …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 ...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. …Utilities United States 69331C10 PCG US PG&E Corp ... 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 ...
MFS Utilities Fund. MMUFX | Mutual Fund #6. in Utilities; RETURNS (1-YR) 0.06. EXPENSE RATIO 1.00. TOTAL ASSETS $2.50 B. The investment seeks total return. The fund normally invests at least 80% ...
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. Overview Mutual Fund Screener Sectors | MMUFX U.S.: Nasdaq MFS Utilities Fund;A Watch list Last Updated: Nov 17, 2023 $ 20.87 0.06 0.29% Previous Close $20.81 Advanced Charting 18.70 52 Week...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 ... 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.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.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 The 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
telecommunications. MFS primarily invests the fund's assets in equity securities, but may also invest in debt instruments, including below investment grade quality debt instruments. Category Description: Utilities Utilities portfolios seek capital appreciation by investing primarily in equity securities of U.S. or non-U.S. public utilities
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.
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.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 trading and investment decisions.MFS SERIES TRUST VI | MFS® Utilities Fund: MFS® Utilities Fund: SUPPLEMENT TO THE PROSPECTUS. The date of this supplement is April 10, 2017. ...Find the latest MFS Utilities A (MMUFX) stock quote, history, news and other vital information to help you with your stock trading and investing.Find the latest MFS Utilities A (MMUFX) stock quote, history, news and other vital information to help you with your stock trading and investing. 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”); andScott 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.About MMUIX. 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 ...MFS ® Core Bond Fund 0% 0% 0% 12/20 12/21 12/22 . 2023 CAPITAL GAIN ESTIMATES (CONT.) Capital Gain Estimates as of September 30, 2023 (as a % of average NAV) Fund Name Short-Term Long-Term Total Record Date Ex Date PayableMFS FUNDS. AMENDED AND RESTATED MASTER DISTRIBUTION PLAN PURSUANT TO RULE 12b-1 UNDER THE. INVESTMENT COMPANY ACT OF 1940 . Effective January 1, 1997, Amended and Restated effective: April 26, 2005. January 24, 2006. April 25, 2006. October 25, 2006. December 28, 2007. March 1, 2008. April 19, 2008.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 ...
MMUBX | A complete MFS Utilities Fund;B mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates. GAUAX - Gabelli Utilities A - Review the GAUAX stock price, growth, performance, sustainability and more to help you make the best investments.MFS SERIES TRUST VI | MFS® Utilities Fund: MFS® Utilities Fund: SUPPLEMENT TO THE PROSPECTUS. The date of this supplement is April 10, 2017. ...Instagram:https://instagram. what home insurance companies allow pit bullsstock market performance 2023 ytdbest stock for day tradetvc d 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 ... MMUCX | A complete MFS Utilities Fund;C mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates. renttherunway.comtech startups chicago Show Funds. MMUBX | A complete MFS Utilities Fund;B mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates. best broker for trading options 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.Important Information about the ING MFS Utilities Portfolio. Prior to September 23, 2005, the effective date of the substitutions, the Service Class shares of this fund were available through your variable life insurance policy. Effective September 23, 2005, the Institutional Class of fund shares will replace the Service Class of fund shares.Jul 18, 2023 · Expense Ratio 1.750%. Distribution Fee Level Low. Share Class Type Level Load. Category Utilities. Investment Style Mid Value. Min. Initial Investment 1,000. Status Open. TTM Yield 1.25%. Turnover ...