Mfs utilities fund.

$ 1.0B As of 09/30/23 Overview Performance Portfolio & Holdings Information Fees Resources INVESTMENT OBJECTIVE Seeks total return. INVESTMENT FOCUS Flexibility to own bonds and convertibles Focuses on utility stocks believed to have strong growth prospects Invest at least 80% of our assets in utilities and related securities Fund InformationMMUCX | A complete MFS Utilities Fund;C mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.If you check this box, anyone using the computer you are working from now will be able to enter your mfs.com homepage without having to know or enter your user name and password. From stock mutual funds to municipal bond funds, the range of mutual funds out there to choose from may seem overwhelming. If you’re unsure about which stocks to invest in, mutual funds are a great way to get started.The MFS Utilities Ret Opt, a TLIC Separate Account, invests exclusively in the MFS Utilities Fund (Class R3 Shares), a mutual fund (Fund). Investment Objective & Strategy The investment seeks total return. The fund normally invests at least 80% of its net assets in securities of issuers in the utilities industry. Issuers in the

We also consent to the incorporation by reference, in such Statements of Additional Information of our reports, dated December 15, 2017, with respect to the financial statements and financial highlights of MFS Global Equity Fund, MFS Global Total Return Fund and MFS Utilities Fund, included in the Annual Reports to Shareholders for the fiscal ...If you check this box, anyone using the computer you are working from now will be able to enter your mfs.com homepage without having to know or enter your user name and password.

MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests at least 80% of the fund’s net assets in securities of issuers in the utilities industry. MFS considers a company to be in the utilities industry if, at the time of investment, MFS determines that a substantial portion (i.e., at least 50%) of the ...

Fund Type: Return: MMUFX | A complete MFS Utilities Fund;A mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.Fees Resources INVESTMENT OBJECTIVE Seeks total return. INVESTMENT FOCUS Flexibility to own bonds and convertibles Focuses on utility …Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019. In addition, for funds that primarily invest in shares of MFS funds, when posting a fund's top 10 securities holdings, all of the following, as applicable, will be posted all securities positions in shares of MFS funds, top 10 aggregated equity securities contained within fund investments and top 10 aggregated debt instrument securities ...Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019.

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30 มิ.ย. 2566 ... universes, funds will be ranked at the highest percentage possible. For instance, if there are only two utility funds with. 10-year average ...

MFS® Utilities Fund . Before you invest, you may want to review the fund’s prospectus, which contains more information about the fund and its risks. You can find the fund’s prospectus and other information about the fund, including the fund’s statement of additional information, online at funds.mfs.com.mfs ® utilities fund MFS ® GLOBAL GROWTH FUND Effective immediately, the sub-sections entitled "Compensation," "Ownership of Fund Shares," and "Other Accounts" under the main heading entitled "APPENDIX D – PORTFOLIO MANAGER(S)" are hereby restated, with respect to MFS Emerging Markets Debt Local Currency Fund only, as …Mfs Utilities Fund Class A normally invests in the utility sector, including stocks, bonds and convertible securities. This fund has given a return of over -7% in the last three months and almost ...YTD returns. as of 11/29/2023. Product summary. The investment seeks total return. The fund normally invests at least 80% of its net assets in securities of issuers in the utilities industry. Issuers in the utilities industry include issuers engaged in the manufacture, production, generation, transmission, sale or distribution of electric, gas ...View the latest MFS Utilities Fund;C (MMUCX) stock price, news, historical charts, analyst ratings and financial information from WSJ.MMUCX - MFS Utilities C - Review the MMUCX stock price, growth, performance, sustainability and more to help you make the best investments.Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019.

While capturing the transaction electronically through MFU, please choose NEFT or RTGS as the Payment Type on the Payment Details page and select the Source Account …View the latest MFS Utilities Fund;A (MMUFX) stock price, news, historical charts, analyst ratings and financial information from WSJ.Fund . Fee Type. MFS Series Trust I - MFS Core Equity Fund . Flat fee + asset based fee. MFS Series Trust I - MFS Low Volatility Equity Fund . ... MFS Series Trust VI - MFS Utilities Fund . Flat fee + asset based fee. MFS Series Trust VII - …Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019. The MFS MMUFX Utilities Fund summary. See MMUFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.

1y Perf. MFS Utilities Fund Class A. -4.23. MFS® Variable Insurance Trust Utilities Series Initial Class. -4.10. MFS Utilities Fund Class R4. -4.02. MFS Utilities Fund Class I.Document and Entity Information. 0 Months Ended; Oct. 31, 2014

EXHIBIT NO. 99.(h) 4 . AMENDMENT TO SHAREHOLDER SERVICING AGREEMENTS . WHEREAS, each of the investment companies listed on Annex A hereto (each a “Fund” and collectively the “Funds”) is a party to a Shareholder Servicing Agreement, as amended, (the “Agreements”) with MFS Service Center, Inc. (“MFSC”); and. WHEREAS, the Funds and …See holdings data for MFS Utilities Fund (MMUFX). Research information including asset allocation, sector weightings and top holdings for MFS Utilities Fund.fund's assets in issuers in a single country or region. MFS may invest a significant percentage of the fund’s assets in a single issuer or a small number of issuers. While MFS may use derivatives for any investment purpose, to the extent MFS uses derivatives, MFS expects to use derivatives primarily to increase or decrease currency exposure.31 ต.ค. 2559 ... It is possible to invest in different mutual fund schemes by making just one payment through the MF Utilities (MFU) gateway. A common ...If you check this box, anyone using the computer you are working from now will be able to enter your mfs.com homepage without having to know or enter your user name and password.Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019.telecommunications. MFS primarily invests the fund's assets in equity securities, but may also invest in debt instruments, including below investment grade quality debt instruments. Category Description: Utilities Utilities portfolios seek capital appreciation by investing primarily in equity securities of U.S. or non-U.S. public utilitiesMFS Total Return Fund . MFS Series Trust VI . MFS Global Equity Fund . MFS Global Total Return Fund . MFS Utilities Fund . MFS Series Trust VIII . MFS Global Growth Fund . MFS Strategic Income Fund . MFS Series Trust IX . MFS Corporate Bond Fund . MFS Limited Maturity Fund . MFS Municipal Limited Maturity Fund . MFS Total Return Bond Fund . …Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019.

MFS considers a company to be in the utilities industry if, at the time of investment, MFS determines that a substantial portion (i.e., at least 50%) of the company’s assets or revenues are derived from one or more utilities. Issuers in the utilities industry include issuers engaged in the manufacture, production, generation, transmission ...

EXHIBIT NO. 99.(h) 6 . AMENDMENT TO SHAREHOLDER SERVICING AGREEMENTS . WHEREAS, each of the investment companies listed on Annex A hereto (each a “Fund” and collectively the “Funds”) is a party to a Shareholder Servicing Agreement, as amended, (the “Agreements”) with MFS Service Center, Inc. (“MFSC”); and. WHEREAS, MFSC and …

Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019.Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019.Jul 18, 2023 · MMUKX - MFS Utilities R6 - Review the MMUKX stock price, growth, performance, sustainability and more to help you make the best investments. From stock mutual funds to municipal bond funds, the range of mutual funds out there to choose from may seem overwhelming. If you’re unsure about which stocks to invest in, mutual funds are a great way to get started.If you’re new to the world investing, then you may want to look into investing in an S&P 500 index fund. No idea what that means? Don’t worry — we’ll provide a quick intro, so that you can gain an understanding of how S&P 500 funds work and...If you check this box, anyone using the computer you are working from now will be able to enter your mfs.com homepage without having to know or enter your user name and password.March 1, 2008 (Addition of Class W Shares of MFS Utilities Fund) April 1, 2008 (Redesignation of MFS Emerging Growth Fund as MFS Growth Fund) June 1, 2008 (Redesignation of MFS Union Standard Equity Fund as MFS Blended Research Core Equity Fund; and Establishment of Class W, R1, R2 and R3 Shares of MFS High Yield …EXHIBIT NO. 99.(e) 2 . AMENDMENT TO DISTRIBUTION AGREEMENTS . WHEREAS, each series from time to time of each Trust listed on Annex A hereto (referred to individually as a “Fund” and collectively as the “Funds”) is a party to a Distribution Agreement, as amended, (the “Agreements”) with MFS Fund Distributors, Inc. (the “Distributor”); andMURRX - MFS Utilities R2 - Review the MURRX stock price, growth, performance, sustainability and more to help you make the best investments.EXHIBIT NO. 99.(e) 2 . AMENDMENT TO DISTRIBUTION AGREEMENTS . WHEREAS, each series from time to time of each Trust listed on Annex A hereto (referred to individually as a “Fund” and collectively as the “Funds”) is a party to a Distribution Agreement, as amended, (the “Agreements”) with MFS Fund Distributors, Inc. (the “Distributor”); andMMUFX. Fund. •. Index. •. Category. This graph represents the growth of a hypothetical investment of $10,000. It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. If the inception date of the Fund is less than the time ...MF Utilities offers an easy and convenient system using which Investors and Distributors may make use of MFU System to submit mutual fund transactions both in online mode or …

Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019.Jul 18, 2023 · MMUKX - MFS Utilities R6 - Review the MMUKX stock price, growth, performance, sustainability and more to help you make the best investments. When it comes to investing, most investors focus on stocks but know little about bonds and bond funds. These alternatives to bond funds are attractive because they sometimes offer very high returns.Instagram:https://instagram. best computer for tradingdividend payment calendarhawaiian electric stock pricerates on annuities MFS considers a company to be in the utilities industry if, at the time of investment, MFS determines that a substantial portion (i.e., at least 50%) of the company’s assets or revenues are derived from one or more utilities. Issuers in the utilities industry include issuers engaged in the manufacture, production, generation, transmission ... tech startup stocksunlimited day trades MFS ® Utilities Fund . Effective immediately, the sub-section entitled “Principal Investment Strategies” under the main heading “Summary of Key Information” is restated in its entirety as follows: MFS (Massachusetts Financial Services Company, the fund's investment adviser) normally invests at least 80% of the fund’s net assets in ... ntlk MFS ® Core Bond Fund 0% 0% 0% 12/20 12/21 12/22 . 2023 CAPITAL GAIN ESTIMATES (CONT.) Capital Gain Estimates as of September 30, 2023 (as a % of average NAV) Fund Name Short-Term Long-Term Total Record Date Ex Date PayableIf you check this box, anyone using the computer you are working from now will be able to enter your mfs.com homepage without having to know or enter your user name and password.