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MFS Utilities B (MMUBX)

On Feb 9: 14.05 USD  Up 0.20 (1.44%)  
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MFS UTILITIES FUND CLASS B Delayed quote dataEdit
Net Asset Value: 14.05
Trade Time: Feb 9
Change: Up 0.20 (1.44%)
Prev Close: 14.05
YTD Return*: 26.67%
Net Assets*: 553.96M
Yield*: 1.08%
* As of 31-Dec-07
MFS Utilities B (MMUBX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 5 stars
Total Assets: 553.96M
Category: Specialty-Utilities
Total Expense Ratio: 1.86%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 26.67%
5y Avg Return: 27.27%
Rank in Category (ytd): 81
% Rank in Category (ytd): 71.68%
Beta (3y): 0.85
Morningstar Risk Rating: Average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks capital growth and current income. The fund invests at least 80% of the fund's net assets in securities of issuers in the utilities industry. It may invest the fund's assets in U.S. and foreign securities, including emerging market securities. The fund may in debt instruments in investment grade debt instruments, but may also invest in lower quality debt instruments. It may also invest the fund's assets in derivatives.
Fund Profile


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