MFS® Utilities Fund

Scorecard
3 / 5 Stars
Lipper
5 5 5 4 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
A+ (Buy)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 3.71 0.0 3.71
Stocks 62.34 0.0 62.34
Bonds 0.0 0.0 0.0
Other 0.18 0.06 0.12
Foreign Bonds 0.11 0.0 0.11
Foreign Stocks 30.6 0.0 30.6
Convertible 0.7 0.0 0.7
Preferred 2.42 0.0 2.42

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

Ticker YTD Return % % Net Assets
Comcast Corp Class A CMCSK 8.88 3.47
NRG Energy Inc NRG 27.44 3.22
PPL Corp PPL 19.33 3.04
Calpine Corp CPN 19.84 2.75
EDP - Energias de Portugal SA ELCPF 59.79 2.67
NextEra Energy Inc NEE 20.18 2.6
CMS Energy Corp CMS 17.33 2.47
Kinder Morgan, Inc. KMI 2.44 2.33
Sempra Energy SRE 16.78 2.0
American Electric Power Co Inc AEP 20.26 1.92