Mfs utilities 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 FUNDS. AMENDED AND RESTATED MASTER DISTRIBUTION PLAN PURSUANT TO RULE 12b-1 UNDER THE. INVESTMENT COMPANY ACT OF 1940 . Effective January 1, 1997, Amended and Restated effective: April 26, 2005. January 24, 2006. ... March 1, 2008 (Addition of Class W Shares of MFS Utilities Fund) ...MMUKX - MFS Utilities R6 - Review the MMUKX stock price, growth, performance, sustainability and more to help you make the best investments.Access your MFS mutual fund, IRA, 529 savings plan accounts, quarterly statements, and sign up for eDelivery. Active share is calculated by taking the absolute value of the difference between each issuer's weighting in the index and its weighting in the portfolio, summing, then dividing by two. The higher the number, the more the weights differ ... EXHIBIT NO. 99.(h) 6 . AMENDMENT TO SHAREHOLDER SERVICING AGENT AGREEMENTS . THIS AMENDMENT, dated as set forth below, is by and between each of the investment companies listed on Annex A hereto and MFS Service Center, Inc.. WHEREAS, each of the investment companies listed on Annex A hereto (each a “Fund” …

Oct 31, 2023 · The fund may have exposure to foreign currencies through its investments in foreign securities. The fund offers dividends monthly and capital gains annually. MMUFX: MFS Utilities Fund A - Fund ... 09/30/23 Past performance is no guarantee of future results. Fund returns assume the reinvestment of dividends and capital gain distributions. Class I shares are available without a sales charge to eligible investors. The fund focuses on utilities stocks believed to have strong growth prospects.EXHIBIT NO. 99.(h) 5 . 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 …

Legacy Portfolio Manager. MMUJX - MFS Utilities R4 - Review the MMUJX 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”); andMFS® 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.Fixed-income funds, which are mutual funds that own securities such as municipal bonds and other fixed-income securities, are important for diversifying your investment portfolio. Here’s a look at five of the best fixed-income funds.MFS: MFS Utilities Fund - Class R3: 750,876 MFS Total Return - Class R3: 617,811 Vanguard: Vanguard Real Estate Index Fund - Admiral: 776,217 Vanguard 500 Index Fund - Admiral: 5,433,163 Vanguard LifeStrategy Moderate Growth Fund: 787,548 Vanguard Small Cap Value Index Fund - Admiral: 1,388,422 Vanguard Global Capital …

MFS Utilities Fund : Fixed fee + asset based fee : MFS Series Trust VII: MFS Emerging Markets Equity Research Fund: ... 1 The Fee Type is such that any MFS Fund of Fund (e.g., Allocation Funds, Lifetime Funds, International Diversification Fund, etc.), Central Fund (e.g., the MFS High Yield Pooled Portfolio) and MFS Institutional Money Market ...

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.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 UTILITIES FUND CLASS A- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical stack of three evenly spaced horizontal lines.Starting a business can be an exciting time, but there’s one big hurdle: finding ways to fund it and cover your startup costs. Luckily, you have several options, though each has its own advantages and disadvantages. Here are five of the mos...MFS Utilities Fund A (MMUFX) dividend summary: yield, payout, growth, announce date, ex-dividend date, payout date and Seeking Alpha Premium dividend score.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.

MFS Access. Access your MFS mutual fund, IRA, 529 savings plan accounts, quarterly statements, and sign up for eDelivery. Active share is calculated by taking the absolute value of the difference between each issuer's weighting in the index and its weighting in the portfolio, summing, then dividing by two. The higher the number, the more the ... About MMUJX. The MFS Utilities Fund falls into Morningstar’s Utilities category. This category includes electric, natural gas and telephone service providers. This is a sector fund that invests ...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 ...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.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 FUNDS. AMENDED AND RESTATED MASTER DISTRIBUTION PLAN PURSUANT TO RULE 12b-1 UNDER THE . INVESTMENT COMPANY ACT OF 1940 . Effective January 1, 1997, Amended and Restated effective: April 26, 2005. January 24, 2006. April 25, 2006. October 25, 2006. December 28, 2007. March 1, 2008. April 19, 2008.MMUCX - MFS Utilities C - Review the MMUCX stock price, growth, performance, sustainability and more to help you make the best investments.

MFS 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 . …About MMUIX. The MFS Utilities Fund falls into Morningstar’s Utilities category. This category includes electric, natural gas and telephone service providers. This is a sector fund that invests ...

Apr 1, 2023 · 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. Access your MFS mutual fund, IRA, 529 savings plan accounts, quarterly statements, and sign up for eDelivery. Active share is calculated by taking the absolute value of the difference between each issuer's weighting in the index and its weighting in the portfolio, summing, then dividing by two. The higher the number, the more the weights differ ...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.MFS Utilities Fund seeks capital growth and current income by investing in securities of issuers in the utilities industry. MFS considers a company to be in the utilities industry if, at the time ...

09/30/23 Past performance is no guarantee of future results. Fund returns assume the reinvestment of dividends and capital gain distributions. Class I shares are available without a sales charge to eligible investors. The fund focuses on utilities stocks believed to have strong growth prospects.

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.

As of 10/31/23. Utilities 91.04%. The Global Industry Classification Standard (GICS®) was developed by and/or is the exclusive property of MSCI, Inc. and S&P Global Market Intelligence Inc. ("S&P Global Market Intelligence"). GICS is a service mark of MSCI and S&P Global Market Intelligence and has been licensed for use by MFS.MFS Research Fund MFS Total Return Fund . MFS Series Trust VI : MFS Global Equity Fund MFS Global Total Return Fund MFS Utilities Fund . MFS Series Trust VII : MFS Emerging Markets Equity Research Fund . MFS Series Trust VIII : MFS Global Growth Fund MFS Strategic Income Fund . MFS Series Trust IX : MFS Corporate Bond …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.Fund . Fee Type. MFS Absolute Return Fund . Flat fee + asset based fee. MFS California Municipal Fund . Flat fee + asset based fee. MFS Intermediate High Income Fund . Flat fee + asset based fee. MFS InterMarket Income Trust I . Flat fee + asset based fee. MFS Commodity Strategy Fund .Jul 18, 2023 · MMUFX Performance - Review the performance history of the MFS Utilities A fund to see it's current status, yearly returns, and dividend history. MFS® Utilities Fund: SUPPLEMENT TO PROSPECTUS. The date of this supplement is September 27, 2013. For Certain MFS® Funds: Effective immediately, in the second paragraph of the sub-section entitled “Fees and Expenses” beneath the main heading “Summary of Key Information,” the reference to the page number of the “Waivers of Sales ...Before investing, consider the fund's investment objectives, risks, charges, and expenses. For a prospectus, or summary prospectus, containing this and other information, contact your investment professional or view online at mfs.com. Please read it carefully. Fact Sheet | Q1 | 2023 MFS ® Utilities Fund MMU-FS-04-23 14914.67Scott 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.Cost of funds is calculated by taking the total annualized interest expense divided by average interest bearing deposits and other interest bearing borrowings, plus non-interest bearing deposits.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 UTILITIES FUND CLASS A- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical stack of three evenly spaced horizontal lines.Jul 18, 2023 · Expense Ratio 1.750%. Distribution Fee Level Low. Share Class Type Level Load. Category Utilities. Investment Style Mid Value. Min. Initial Investment 1,000. Status Open. TTM Yield 1.25%. Turnover ... 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.Instagram:https://instagram. nrg sharesbest free offline games iphonelange 1 perpetual calendarieo etf MFS Utilities Fund (Prospectus Summary) | MFS Utilities Fund | R1 ...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 ... thermal energy companybest public reits MFS Series Trust VI – MFS Global Equity Fund . Flat fee + asset based fee. MFS Series Trust VI – MFS Global Total Return Fund . Flat fee + asset based fee. MFS Series Trust VI – MFS Utilities Fund . Flat fee + asset based fee. …MFS® Utilities Fund: SUPPLEMENT TO PROSPECTUS. The date of this supplement is September 27, 2013. For Certain MFS® Funds: Effective immediately, in the second paragraph of the sub-section entitled “Fees and Expenses” beneath the main heading “Summary of Key Information,” the reference to the page number of the “Waivers of Sales ... retail etfs MFS Utilities A MMUFX Performance Morningstar Medalist Rating | Medalist Rating as of Jul 18, 2023 | See MFS Investment Hub Quote Chart Fund Analysis …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 utilities