4 / 5 Stars
5 5 5 4 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#9 in Utilities
U.S. News evaluated 17 Utilities Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.38 percent over the past year, 12.46 percent over the past three years, 17.43 percent over the past five years, and 12.87 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||12.5%|
|5 Years (Annualized)||17.4%|
|10 Years (Annualized)||12.9%|
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 or other types of energy, and issuers engaged in telecommunications, including wireless, telephone, and cable (but not engaged in public broadcasting). It primarily invests its assets in equity securities, but may also invest in debt instruments, including less than investment grade quality debt instruments.
Fees are High compared to funds in the same category.
MFS® Utilities Fund has an expense ratio of 1.01 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.