MFS® Utilities Fund

Equity Sector | MMUFX
Without Waiver 2.79 %
With Waiver 2.80 %
$ 20.51
$0.12 As of 01/23/18
$3.6B
As of 12/31/17

MFS® Utilities Fund

Equity Sector
MMUFX
$0.12 As of 01/23/18
As of 12/31/17
Equity Sector | MMUFX
$ 20.51
$0.12 As of 01/23/18
$3.6B
As of 12/31/17
INVESTMENT OBJECTIVE

Seeks total return.

INVESTMENT FOCUS

Focuses on utility stocks believed to have strong growth prospects

A portion of the portfolio is typically invested in bonds and convertible securities.

Invest at least 80% of our assets in utilities and related securities

Fund Information

Fund Commencement
02/14/92
Net Assets ($ M)
As of 12/31/17
$3689.33
Fiscal Year End
OCTOBER
Benchmark

Standard & Poor's 500 Utilities Index measures the utilities sector.

Standard & Poor's 500 Utilities Index

Top 10 Holdings

As of 12/31/17
  • Exelon Corp
  • EDP Renovaveis SA
  • NextEra Energy Inc
  • PPL Corp
  • Enel SpA
  • Com Hem Holding AB
  • Enterprise Products Partners LP
  • American Electric Power Co Inc
  • American Tower Corp REIT
  • Comcast Corp
MANAGERS

Important Risk Considerations

The fund may not achieve its objective and/or you could lose money on your investment in the fund.

Stock markets and investments in individual stocks are volatile and can decline significantly in response to issuer, market, economic, industry, political, regulatory, geopolitical, and other conditions.

Investments in foreign markets can involve greater risk and volatility than U.S. investments because of adverse market, currency, economic, industry, political, regulatory, geopolitical, or other conditions.

Investments in the utilities sector can be very volatile because of supply and/or demand for services or fuel, financing costs, conservation efforts, the negative impact of regulation, and other factors.

Please see the prospectus for further information on these and other risk considerations.

Performance

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Average Annual Total Returns %

Average Annual Total Returns %

These results represent the percent change in net asset value.
Monthly | Quarterly As of 12/31/17 (*YTD Updated Daily, As of 01/22/18 , subject to revision and not annualized.)

    Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

    MORNINGSTAR RATING
    Morningstar Overall Rating As of 12/31/17 Class A Shares

    Morningstar Utilities

    Morningstar ratings are based on risk adjusted performance.

    OVERALL
    Out Of Funds
    NA
    OVERALL MORNINGSTAR RATING
    Morningstar Overall Rating As of 12/31/17 Class A Shares

    Morningstar Utilities

    Morningstar ratings are based on risk adjusted performance.

    NA
    THREE YEAR
    Out Of Funds
    NA
    FIVE YEAR
    Out Of Funds
    NA
    TEN YEAR
    Out Of Funds
    NA

    Important Performance Information

    Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.

    Sales Charges

    Class A shares ("A") results include the maximum sales charge.

    Annual Rate of Return %
    Pricing & Distributions