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MFS® Utilities Series

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Fact Sheet

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CUSIP:  55273F605   Start of Investment Operations: 1/3/95  
Class Inception: 1/3/95  
Daily NAV:  $34.28  (as of 3/31/15)
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Series Profile

Utilities stocks with strong growth prospects

The series focuses on utilities stocks believed to have strong growth prospects. These stocks generally come from the gas and electric utilities, telecommunications, and cable TV industries. A portion of the portfolio is typically invested in bonds and convertible securities.


Seeks total return.

Important Risk Considerations


  • Classification: Domestic Conservative Stock
  • Class Inception: 1/3/95  
  • Start of Investment Operations: 1/3/95  
  • CUSIP:  55273F605  

Portfolio Facts:

Portfolio characteristic data are based on unaudited net assets.

The portfolio is actively managed, and current holdings may be different.

Types of Holdings
(on 2/28/15)
Stocks 95.92%
Cash & Other1 4.08%
Bonds 0.00%
Top 10 Holdings
(on 2/28/15)  
What's this?
Full & Historical Holdings
PPL Corp
NextEra Energy Inc
Comcast Corp
Exelon Corp
NRG Energy Inc
Kinder Morgan Inc/DE
Public Service Enterprise Group Inc
Williams Cos Inc
Sempra Energy
Liberty Global PLC

26.17% of total net assets
Total number of holdings: 124
5 Largest Equity Sectors/Categories
(on 2/28/15)
Utilities & Communications 83.20%
Leisure 8.41%
Energy 3.78%
Technology 0.34%
Financial Services 0.18%

Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.


1 Cash and other assets are less liabilities; this may include derivative offsets.

Important Risk Considerations

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

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, 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.

Before purchasing any variable product, consider the objectives, risks, charges, and expenses associated with the underlying investment option(s) and those of the product itself. For a prospectus, or summary prospectus if available, containing this and other information, contact your investment or insurance professional. Read the prospectus carefully before investing.