Mfs utilities fund.

MFS ® Utilities Fund. MMU-Q3. Portfolio of Investments. 7/31/22 (unaudited) The Portfolio of Investments is a complete list of all securities owned by your fund. It is categorized by broad-based asset classes. Issuer Shares/Par Value ($) Common Stocks – 97.1% Cable TV – 1.8% Charter Communications, Inc., “A” (a)

Mfs utilities fund. Things To Know About Mfs utilities fund.

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.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 ...Document and Entity Information. Total. Prospectus: Document Type: 485BPOS: Document Period End DateThe 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 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.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 …

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.MMUKX - MFS Utilities R6 - Review the MMUKX stock price, growth, performance, sustainability and more to help you make the best investments.MFS Utilities Fund Class A (MMUFX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount.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.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 ...

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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. 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 ...EXHIBIT NO. 99.(h) 6 . 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 …MFS Series Trust VI – MFS Global Equity Fund . Flat fee + asset based fee. MFS Series Trust VI – MFS Global Total Return Fund . Flat fee + asset based fee. MFS Series Trust VI – MFS Utilities Fund . Flat fee + asset based fee. …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’re new to the world investing, then you may want to look into investing in an S&P 500 index fund. No idea what that means? Don’t worry — we’ll provide a quick intro, so that you can gain an understanding of how S&P 500 funds work and...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 ...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 …30 มิ.ย. 2566 ... universes, funds will be ranked at the highest percentage possible. For instance, if there are only two utility funds with. 10-year average ...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 ...

Show Funds. MMUBX | A complete MFS Utilities Fund;B mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.

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.Document and Entity Information. Total. Prospectus: Document Type: 485BPOS: Document Period End DateEXHIBIT 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 …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 ... View the latest MFS Utilities Fund;A (MMUFX) stock price, news, historical charts, analyst ratings and financial information from WSJ.When it comes to supporting animal welfare organizations, the American Society for the Prevention of Cruelty to Animals (ASPCA) is a name that often comes to mind. To understand how your contributions are utilized by the ASPCA, it’s importa...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.

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 …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 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.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.EXHIBIT NO. 99.(e) 2 . AMENDMENT TO DISTRIBUTION AGREEMENTS . WHEREAS, each series from time to time of each Trust listed on Annex A hereto (referred to individually as a “Fund” and collectively as the “Funds”) is a party to a Distribution Agreement, as amended, (the “Agreements”) with MFS Fund Distributors, Inc. (the “Distributor”); andMFS 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 ...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 …Unfortunately, money doesn’t grow on trees. While some put their money in Certificate of Deposits (CD), savings accounts or other places where money slowly accrues, others choose to invest them in mutual funds.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 ...Instagram:https://instagram. jane posshould i buy stocks on cash appuranium sticktracking portfolio Analyze the Fund MFS Utilities Fund Class A having Symbol MMUFX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. who owns rockstar energycanopy growth news 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 ... top electric vehicle stocks 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. 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 | Q2 | 2021 MFS ® Utilities Fund MMU-FS-07-21 14914.60