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MFS Utilities R4 (MMUJX)

On Nov 24: 14.44 USD  Down 0.02 (0.14%)  
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MFS UTILITIES FUND CLASS R4 Delayed quote dataEdit
Net Asset Value: 14.44
Trade Time: Nov 24
Change: Down 0.02 (0.14%)
Prev Close: 14.46
YTD Return*: 21.67%
Net Assets*: 12.68M
Yield*: 3.61%
* As of 31-Oct-09
MFS Utilities R4 (MMUJX)
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31-Oct-09
FUND BASICS
Morningstar Overall Rating: 5 stars
Total Assets: 12.68M
Category: Utilities
Total Expense Ratio: 0.78%
Fund Profile - Holdings


31-Oct-09
PERFORMANCE & RISK
YTD Return: 21.67%
5y Avg Return: 10.62%
Rank in Category (ytd): 3
% Rank in Category (ytd): 2.88%
Beta (3y): 0.89
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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