| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
5
2
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
U.S. News evaluated 20 Utilities Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 22.92 percent over the past year, 15.84 percent over the past three years, 6.03 percent over the past five years, and 15.14 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.6% |
| 1 Year | 22.9% |
| 3 Years (Annualized) | 15.8% |
| 5 Years (Annualized) | 6.0% |
| 10 Years (Annualized) | 15.1% |
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 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
Fees are Above Average compared to funds in the same category.
MFS Utilities Fund has an expense ratio of 1.02 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
