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MFS Utilities R3 (MMUHX)

On Feb 9: 14.08 USD  Up 0.19 (1.37%)  
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MFS UTILITIES FUND CLASS R3 Delayed quote dataEdit
Net Asset Value: 14.08
Trade Time: Feb 9
Change: Up 0.19 (1.37%)
Prev Close: 14.08
YTD Return*: -4.49%
Net Assets*: 259.76M
Yield*: 3.45%
* As of 31-Jan-10
MFS Utilities R3 (MMUHX)
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 4 stars
Total Assets: 259.76M
Category: Utilities
Total Expense Ratio: 1.03%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -4.49%
5y Avg Return: 9.19%
Rank in Category (ytd): 41
% Rank in Category (ytd): 39.42%
Beta (3y): 0.88
Morningstar Risk Rating: Above average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks total return. The fund invests at least 80% of net assets in securities of issuers in the utilities industry. It may invest 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 in derivatives.
Fund Profile


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