MFS® Utilities Fund

Scorecard
4 / 5 Stars
Lipper
4 4 5 2 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 0.22 0.0 0.22
Stocks 63.5 0.0 63.5
Bonds 0.0 0.0 0.0
Other 1.58 0.41 1.17
Foreign Bonds 0.13 0.0 0.13
Foreign Stocks 31.55 0.0 31.55
Convertible 0.85 0.0 0.85
Preferred 2.58 0.0 2.58

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
Comcast Corp Class A CMCSK -1.02 4.43
EDP - Energias de Portugal SA EPM --- 2.98
NextEra Energy Inc NEE 6.29 2.92
CMS Energy Corp CMS 6.57 2.8
Kinder Morgan, Inc. KMI -10.97 2.67
NRG Energy Inc NRG -0.07 2.63
Calpine Corp CPN -3.08 2.61
Northeast Utilities NU 4.61 2.56
The AES Corporation AES -4.14 1.98
Public Service Enterprise Group Inc PEG 12.8 1.95