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Mfs Utilities Fund Class R6 (MMUKX)

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23.01 -0.03    -0.13%
13/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  MFS
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 92.48M
MFS Utilities R6 23.01 -0.03 -0.13%

Mfs Utilities Fund Class R6 Overview

 
On this page you'll find an in-depth profile of Mfs Utilities Fund Class R6. Learn about the key management, total assets, investment strategy and contact information of MMUKX among other information.
Category

Utilities

Total Assets

92.48M

Expenses

0.68%

Inception Date

41061

Investment 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 utilities industry include issuers engaged in the manufacture, production, generation, transmission, sale or distribution of electric, gas or other types of energy, water or other sanitary services; and issuers engaged in telecommunications, including telephone, cellular telephone, satellite, microwave, cable television, and other communications media (but not engaged in public broadcasting).

Contact Information

Address 111 Huntington Avenue
Boston,MA 02199-7632
United States
Phone +1 8779606077

Top Executives

Name Title Since Until
J. Scott Walker - 2017 Now
Biography J. Scott Walkeris an Investment Officer and Portfolio Manager of MFS and has been employed in the investment area of MFS since 2008.
Claud P. Davis - 2014 Now
Biography Mr. Davis is an executive vice president in the global quantitative portfolio group in the Newport Beach office. He is a senior member of PIMCO’s quantitative strategies portfolio management team and manages multi-strategy alternatives, managed futures, managed volatility and tail risk hedging portfolios. He has conducted research and published extensively on systematic strategies, innovative hedging solutions and alternative risk premia. He began his career at PIMCO in the portfolio analytics group in 2008, where he worked on developing the core infrastructure for analyzing multi asset portfolios and advised institutional clients globally.
Maura A. Shaughnessy Investment Officer 1992 2019
Biography Ms. Shaughnessy is an investment officer of MFS Investment Management® (MFS®) and portfolio manager of the firm's utilities portfolios. Maura joined MFS in 1991 as a research analyst and became a portfolio manager in 1992. Prior to joining the firm she worked for Harvard Management Co. and the Federal Reserve Bank. A graduate of Colby College and the Amos Tuck School of Business Administration of Dartmouth College,She is a CFA® charterholder.
Robert D. Persons Portfolio Manager 2005 2014
Biography Robert D. Persons, CFA, is an investment officer of MFS Investment Management® (MFS®) and a fixed income portfolio manager. Robert joined MFS in 2000 as an investment grade fixed income research analyst. Prior to joining MFS, he served six years as a bond analyst/portfolio manager for Scudder Kemper Investments; three years as an investment manager for The Travelers Insurance Company; and three years as an investment analyst for Bailard, Biehl & Kaiser. He earned a Bachelor of Arts degree from Bucknell University and a Master of Business Administration degree from Northwestern University.
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