2024 Mfs utilities fund - Document and Entity Information. 0 Months Ended; Oct. 31, 2014

 
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.. Mfs utilities fund

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. 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 ...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 utilitiesScott 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 (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 ...MMUFX. 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 ...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 …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.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 …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.MMUIX | A complete MFS Utilities Fund;I mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.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 …MF Utiility is an Initiative by and For the Mutual Funds in India and facilitates convenient submission of transactions for any of the participating mutual ...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. Are you considering pursuing a PhD program in the United States? The cost of higher education can be daunting, but luckily, there are fully funded PhD programs available. Stanford University is another top institution that offers fully fund...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.1 The Funds/Trustees and the Administrator may from time to time develop written policies designed to delineate various administrative services and responsibilities to be provided by third party service providers to the Funds or the Independent Trustees (for which the Funds bear the associated expenses), on the one hand, and those to be provided by the …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 ...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 ... 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.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 trading and investment decisions.Analyze the Fund Fidelity ® Select Utilities Portfolio having Symbol FSUTX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. ... MFS Utilities Fund Class A (MMUFX . Close Popover. MFS Utilities Fund Class A. MMUFX. No Transaction Fee footnote 1 Loading.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.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.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 ... MFS Utilities Fund: Supplement Text: ck0000863032_SupplementTextBlock: SUPPLEMENT TO PROSPECTUS. The date of this supplement is June 28, 2012 . Certain MFS ...MFS Utilities A. Boston, MA 02199. 111 Huntington Avenue 24th Floor. MFS Series Trust VI. 1-800-637-2929.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 . 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 ...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 Utilities Fund A: (MF: MMUFX) (NASDAQ Mutual Funds) As of Dec 1, 2023 08:00 PM ET Add to portfolio $21.39 USD +0.25 (1.18%) Zacks MF Rank 3-Hold 3 …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 ...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 theEXHIBIT 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 …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 …The fund focuses on utilities stocks believed to have strong growth prospects. These stocks generally come from the gas and electric utilities, telecommunications, and cable TV …MMUFX: Utilities Fund | MFS Login Login to MFS.com For Financial Advisors, RIAs, Analysts, Institutional Clients and Consultants only User Name : Password : Remember me Forgot your password? Register MFS Access For Shareholders Only Access your MFS mutual fund, IRA, 529 savings plan accounts, quarterly statements, and sign up for eDelivery. LoginScott 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 ... 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 ...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 ...Find the latest MFS Utilities A (MMUFX) stock quote, history, news and other vital information to help you with your stock trading and investing. 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.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.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.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.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.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.Costs & Fees Risk SEE FULL INTERACTIVE CHART About MMUFX The MFS Utilities Fund falls into Morningstar’s Utilities category. This category includes electric, natural gas and telephone service...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 ® 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 ...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.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® 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 ...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 Series Trust VI - MFS Utilities Fund is an open-end equity mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in public equity markets of global region.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.Legacy Portfolio Manager. MMUJX - MFS Utilities R4 - Review the MMUJX stock price, growth, performance, sustainability and more to help you make the best investments.According to the Community Tool Box, public funds are funds that come from the public treasury. Public funds are used for the common good of society rather than the benefit of a private individual or for a private purpose.MFS Utilities Fund : Fixed fee + asset based fee : MFS Series Trust VII: MFS Emerging Markets Equity Research Fund ... 2 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 ...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)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 ... 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 | A complete MFS Utilities Fund;R6 mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.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 ... 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 ...MURRX - MFS Utilities R2 - Review the MURRX 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 ... 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 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 European Equity Fund. MFS Asia Pacific ex-Japan Fund . MFS Series Trust VIII . MFS Global Growth Fund. MFS Strategic Income Fund . MFS Series Trust IX . MFS Bond …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 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 ...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 14914.67EXHIBIT 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 …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. For the twelve months ended December 31, 2021, Initial Class shares of the MFS Utilities Series (fund) provided a total return of 14.09%, while Service Class shares of the fund provided a total return of 13.82%. These compare with a return of 28.71% over theWhile 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 …MFS Utilities Fund: Supplement Text: ck0000863032_SupplementTextBlock: SUPPLEMENT TO PROSPECTUS. The date of this supplement is June 28, 2012 . Certain MFS ...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.When it comes to investing, most investors focus on stocks but know little about bonds and bond funds. 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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.. Mfs utilities fund

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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 utilitiesScott 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 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.You can also pay your utility bills using this platform. Nowadays, MFS platforms through their ‘mobile wallets’ are offering wide-ranging facilities like remittance, purchasing goods and services, etc. MFS has speeded up the process of making deposits, withdrawing cash, sending or receiving funds using a registered mobile account.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 . 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 ...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® 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.Found in a fund's prospectus, these figures show how much an investor would expect to pay in expenses-sales charges and fees assuming a $10,000 investment that grows by 5 percent per year with ...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.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 .Nov 20, 2017 · $ 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 Information 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 ...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” …Performance charts for MFS Utilities Series Fund (MVITMUS) including intraday, historical and comparison charts, technical analysis and trend lines.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 Fidelity ® Select Utilities Portfolio having Symbol FSUTX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. ... MFS Utilities Fund Class A (MMUFX . Close Popover. MFS Utilities Fund Class A. MMUFX. No Transaction Fee footnote 1 Loading.The fund focuses on utilities stocks believed to have strong growth prospects. These stocks generally come from the gas and electric utilities, telecommunications, and cable TV industries. 1.0% Other. Other consists of: (i) currency derivatives and/or (ii) any derivative offsets. Electric Utilities (55.1) Multi-Utilities (24.4) Independent ... Analyze the Fund Fidelity ® Select Utilities Portfolio having Symbol FSUTX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. ... MFS Utilities Fund Class A (MMUFX . Close Popover. MFS Utilities Fund Class A. MMUFX. No Transaction Fee footnote 1 Loading.The fund focuses on utilities stocks believed to have strong growth prospects. These stocks generally come from the gas and electric utilities, telecommunications, and cable TV industries. 1.0% Other. Other consists of: (i) currency derivatives and/or (ii) any derivative offsets. Electric Utilities (55.1) Multi-Utilities (24.4) Independent ... 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) ...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 14914.69Access 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 ... 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.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)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 A (MMUFX) Fund MMUFX Price as of: NOV 16, 05:00 PM EST + $0.11 Primary Theme Utilities Sector Equity fund company MFS Funds Snapshot Profile …MFS Funds ; MFS Funds, MFS UTILITIES FUND CLASS R-4, 552986671, MMUJX, Mutual Fund ; MFS Funds, MFS VALUE CLASS A, 552983801, MEIAX, Mutual Fund ...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 (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 ...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 A MMUFX Performance Morningstar Medalist Rating | Medalist Rating as of Jul 18, 2023 | See MFS Investment Hub Quote Chart Fund Analysis Performance Sustainability Risk Price...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.Legacy Portfolio Manager. MMUJX - MFS Utilities R4 - Review the MMUJX 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 ... MFS Global Total Return Fund MFS Utilities Fund: MFS Series Trust VII : MFS Emerging Markets Equity Research 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 Limited Maturity FundMFS 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 ...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.MMUIX | A complete MFS Utilities Fund;I mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates. 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 trading and investment decisions.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 European Equity Fund. MFS Asia Pacific ex-Japan Fund . MFS Series Trust VIII . MFS Global Growth Fund. MFS Strategic Income Fund . MFS Series Trust IX . MFS Bond …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 ...Costs & Fees Risk SEE FULL INTERACTIVE CHART About MMUFX The MFS Utilities Fund falls into Morningstar’s Utilities category. This category includes electric, natural gas and telephone service... 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) 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 …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.The fund focuses on utilities stocks believed to have strong growth prospects. These stocks generally come from the gas and electric utilities, telecommunications, and cable TV …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 ...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.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 ...The Fund seeks total return. The Fund normally invests at least 80% its net assets in securities of issuers in the utilities industry. The utilities industry is defined as issuers engaged in ...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.Corporate Fact Sheet. Assets under management as of October 31, 2023: US$538.9 billion. Assets under management are calculated based on the assets on which MFS receives an asset-based management fee, including assets subject to non-discretionary advisory relationships. The non-discretionary assets are reported as of the end of the month for …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 A: (MF: MMUFX) (NASDAQ Mutual Funds) As of Dec 1, 2023 08:00 PM ET Add to portfolio $21.39 USD +0.25 (1.18%) Zacks MF Rank 3-Hold 3 …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.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.View the latest MFS Utilities Fund;A (MMUFX) stock price, news, historical charts, analyst ratings and financial information from WSJ.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.The Fund seeks total return. The Fund normally invests at least 80% its net assets in securities of issuers in the utilities industry. The utilities industry is defined as issuers engaged in ...If you’re new to investing, don’t be too surprised if more experienced investors advise you to stick to mutual funds until you get a solid idea of how the stock market works. That’s reassuring, of course.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. Dividends for MFS® Equity Income Fund, MFS ® Global Total Return Fund, MFS® Inflation-Adjusted Bond Fund, MFS® Low Volatility Equity Fund, MFS® Low Volatility Global Equity Fund, MFS® Utilities Fund and MFS ® Value Fund are declared on ex- date 3/23, 6/2 2, 9/2 1 and 12/1 4 (record date is one business day prior)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 …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 …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.. 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