Mfs utilities 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.
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 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.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 ...
Jul 18, 2023 · MMUKX - MFS Utilities R6 - Review the MMUKX stock price, growth, performance, sustainability and more to help you make the best investments.
Document and Entity Information. Total. Prospectus: Document Type: 485BPOS: Document Period End Date
Fees Resources INVESTMENT OBJECTIVE Seeks total return. INVESTMENT FOCUS Flexibility to own bonds and convertibles Focuses on utility …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 ... Jul 18, 2023 · MURRX - MFS Utilities R2 - Review the MURRX stock price, growth, performance, sustainability and more to help you make the best investments. 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 theMFS Utilities Fund Class R6-4.03: FT Utilities Select 64 RE-3.98: FT Utilities Select 64 F RE-3.98: Investment Trust. Name MFS Address MFS Zip Code 02199-7632 City ...
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”); and
MFS Utilities Fund . MFS Series Trust VII: MFS Emerging Markets Equity Research Fund. MFS Equity Income Fund. MFS Intrinsic Value Fund . MFS Series Trust VIII: MFS Global Growth Fund. MFS Income Fund . MFS Series Trust IX: MFS Corporate Bond Fund. MFS Inflation-Adjusted 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. Important Information about the ING MFS Utilities Portfolio. Prior to September 23, 2005, the effective date of the substitutions, the Service Class shares of this fund were available through your variable life insurance policy. Effective September 23, 2005, the Institutional Class of fund shares will replace the Service Class of fund shares.MMUCX | A complete MFS Utilities Fund;C mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.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 ...Analyze the Fund MFS Utilities Fund Class A having Symbol MMUFX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at …Find the latest MFS Utilities A (MMUFX) stock quote, history, news and other vital information to help you with your stock trading and investing.Certified funds are monies that are guaranteed by the bank. When a bank issues certified funds, the monies are already taken from the customer’s bank account and are guaranteed to be available to the creditor, according to About.com.
Document and Entity Information. Total. Prospectus: Document Type: 485BPOS: Document Period End DateIf 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.Overview Mutual Fund Screener Sectors | MMUFX U.S.: Nasdaq MFS Utilities Fund;A Watch list Last Updated: Nov 17, 2023 $ 20.87 0.06 0.29% Previous Close $20.81 Advanced Charting 18.70 52 Week...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.
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 2019.31 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 ...
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.MMUBX | A complete MFS Utilities Fund;B mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.View the latest MFS Utilities Fund;C (MMUCX) stock price, news, historical charts, analyst ratings and financial information from WSJ.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 Utilities Fund. MMUFX | Mutual Fund #6. in Utilities; RETURNS (1-YR) 0.06. EXPENSE RATIO 1.00. TOTAL ASSETS $2.50 B. The investment seeks total return. The fund normally invests at least 80% ...Are you considering pursuing a Ph.D. in Canada but worried about the financial burden it may bring? Look no further. Canada offers a range of fully funded Ph.D. opportunities, allowing you to focus on your research without having to worry a...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.About MMUKX. 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 ...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. ... March 1, 2008 (Addition of Class W Shares of MFS Utilities Fund)
21 พ.ย. 2565 ... Engineering, Equity REITS, Gas Utilities, and Water Utilities. Global Funds means a Fund that invests in issuers located in countries ...
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 ...
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 …FOR DEALER AND INSTITUTIONAL USE ONLY. - MFS Utilities Fund PRPEQ-MMU-30-Sep-23 The fund may not achieve its objective and/or you could lose money on your investment in the fund. Stock: Stock markets and investments in individual stocks are volatile and can decline significantly in response to or investor perception of, issuer, market, economic,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 ...About MMUBX. 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 ...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”); andScott 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.Overview Mutual Fund Screener Sectors | MMUFX U.S.: Nasdaq MFS Utilities Fund;A Watch list Last Updated: Nov 17, 2023 $ 20.87 0.06 0.29% Previous Close $20.81 Advanced Charting 18.70 52 Week...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 ...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 …The investment seeks capital appreciation. Principal Investment Strategies†. The fund normally invests the fund's assets primarily in equity securities. Equity ...
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. 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.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 | Q3 | 2023 MFS ® Utilities Fund MMU-FS-10-23 14914.69Scott 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. stock samsungnok'best real estate apps for investorscutix 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 ...2.00%. Get the latest MFS Utilities Fund Class A (MMUFX) real-time quote, historical performance, charts, and other financial information to help you make more informed … forex.com leverage amountjnj credo MFS Global Total Return Fund | MFS Global Total Return Fund | R1Scott 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. best dental plans california 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 - …Jul 18, 2023 · MURRX - MFS Utilities R2 - Review the MURRX stock price, growth, performance, sustainability and more to help you make the best investments.