Mfs utilities fund.

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fund's assets in issuers in a single country or region. MFS may invest a significant percentage of the fund’s assets in a single issuer or a small number of issuers. While MFS may use derivatives for any investment purpose, to the extent MFS uses derivatives, MFS expects to use derivatives primarily to increase or decrease currency exposure.EXHIBIT NO. 99.(h) 4 . 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, the Funds 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.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 Series Trust VI - MFS Utilities Fund is an open-end equity mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in public equity markets of global region.

Jul 18, 2023 · MMUFX - MFS Utilities A - Review the MMUFX stock price, growth, performance, sustainability and more to help you make the best investments. Login Login to MFS.com For Financial Advisors, RIAs, Analysts, Institutional Clients and Consultants only User Name : Password : Remember me Forgot your password? …MMUCX - MFS Utilities C - Review the MMUCX stock price, growth, performance, sustainability and more to help you make the best investments.

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09/30/23 Past performance is no guarantee of future results. Fund returns assume the reinvestment of dividends and capital gain distributions. Class I shares are available without a sales charge to eligible investors. The fund focuses on utilities stocks believed to have strong growth prospects.MFS Series Trust VI - MFS Utilities Fund is an open-end equity mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in public equity markets of global region.About MMUHX. The MFS Utilities Fund falls into Morningstar’s Utilities category. This category includes electric, natural gas and telephone service providers. This is a sector fund that invests ...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 ...

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...

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mfs ® utilities fund MFS ® GLOBAL GROWTH FUND Effective immediately, the sub-sections entitled "Compensation," "Ownership of Fund Shares," and "Other Accounts" under the main heading entitled "APPENDIX D – PORTFOLIO MANAGER(S)" are hereby restated, with respect to MFS Emerging Markets Debt Local Currency Fund only, as …MMUHX - MFS Utilities R3 - Review the MMUHX stock price, growth, performance, sustainability and more to help you make the best investments.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. Nov 20, 2017 · $ 1.0B As of 09/30/23 Overview Performance Portfolio & Holdings Information Fees Resources INVESTMENT OBJECTIVE Seeks total return. INVESTMENT FOCUS Flexibility to own bonds and convertibles Focuses on utility stocks believed to have strong growth prospects Invest at least 80% of our assets in utilities and related securities Fund Information MFS SERIES TRUST VI | MFS® Utilities Fund: MFS® Utilities Fund: SUPPLEMENT TO THE PROSPECTUS. The date of this supplement is April 10, 2017. ...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...About MMUJX. The MFS Utilities Fund falls into Morningstar’s Utilities category. This category includes electric, natural gas and telephone service providers. This is a sector fund that invests ...Getting a business off the ground takes capital. If you have a solid plan for a business, but you need some cash, you have several options for funding. Explore your options to find the business funding source that fits your needs.MMUCX - MFS Utilities C - Review the MMUCX stock price, growth, performance, sustainability and more to help you make the best investments.YTD returns. as of 11/29/2023. Product 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 ...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.Are you considering pursuing a Ph.D. in Canada but worried about the financial burden it may bring? Look no further. Canada offers a range of fully funded Ph.D. opportunities, allowing you to focus on your research without having to worry a...

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 Utilities A MMUFX Performance Morningstar Medalist Rating | Medalist Rating as of Jul 18, 2023 | See MFS Investment Hub Quote Chart Fund Analysis …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.Jul 18, 2023 · Distribution Fee Level Low. Share Class Type Retirement, Medium. Category Utilities. Investment Style Mid Value. Min. Initial Investment —. Status Open. TTM Yield 1.95%. Turnover 23%. USD | NAV ... MFS Utilities Fund Class A . 1-yr 3-yr 5-yr 10yr. Since inception. 02/14/1992 Returns before taxes-8.19%: 2.77%: 4.18%: 5.01%: 9.68%: Returns after taxes on …Jul 18, 2023 · MMUFX Performance - Review the performance history of the MFS Utilities A fund to see it's current status, yearly returns, and dividend history.

MF Utilities offers an easy and convenient system using which Investors and Distributors may make use of MFU System to submit mutual fund transactions both in online mode or …

MFS Access. 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 ...

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 Total Return Fund . MFS Series Trust VI . MFS Global Equity Fund . MFS Global Total Return Fund . MFS Utilities Fund . MFS Series Trust VIII . MFS Global Growth Fund . MFS Strategic Income Fund . MFS Series Trust IX . MFS Corporate Bond Fund . MFS Limited Maturity Fund . MFS Municipal Limited Maturity Fund . MFS Total Return Bond 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.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.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 ...As of 10/31/23. Utilities 91.04%. The Global Industry Classification Standard (GICS®) was developed by and/or is the exclusive property of MSCI, Inc. and S&P Global Market Intelligence Inc. ("S&P Global Market Intelligence"). GICS is a service mark of MSCI and S&P Global Market Intelligence and has been licensed for use by MFS.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)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 ($) Common Stocks – 97.1% Cable TV – 1.8% Charter Communications, Inc., “A” (a)MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests at least 80% of the fund’s net assets in securities of issuers in the utilities industry. MFS considers a company to be in the utilities industry if, at the time of investment, MFS determines that a substantial portion (i.e., at least 50%) of the ...In addition, for funds that primarily invest in shares of MFS funds, when posting a fund's top 10 securities holdings, all of the following, as applicable, will be posted all securities positions in shares of MFS funds, top 10 aggregated equity securities contained within fund investments and top 10 aggregated debt instrument securities ...MFS UTILITIES FUND CLASS A- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical stack of three evenly spaced horizontal lines.$ 1.0B As of 09/30/23 Overview Performance Portfolio & Holdings Information Fees Resources INVESTMENT OBJECTIVE Seeks total return. INVESTMENT FOCUS Flexibility to own bonds and convertibles Focuses on utility stocks believed to have strong growth prospects Invest at least 80% of our assets in utilities and related securities Fund Information

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.As of 10/31/23. Utilities 91.04%. The Global Industry Classification Standard (GICS®) was developed by and/or is the exclusive property of MSCI, Inc. and S&P Global Market Intelligence Inc. ("S&P Global Market Intelligence"). GICS is a service mark of MSCI and S&P Global Market Intelligence and has been licensed for use by MFS.MFS Utilities Fund seeks capital growth and current income by investing in securities of issuers in the utilities industry. MFS considers a company to be in the utilities industry if, at the time ...Instagram:https://instagram. is ninja trader freebest forex brokers in usacommercial mortgage reitslucid stock price prediction MFS Research Fund MFS Total Return Fund . MFS Series Trust VI : MFS Global Equity Fund MFS Global Total Return Fund MFS Utilities Fund . MFS Series Trust VII : MFS Emerging Markets Equity Research Fund . MFS Series Trust VIII : MFS Global Growth Fund MFS Strategic Income Fund . MFS Series Trust IX : MFS Corporate Bond … us oil fund stockwhat quarter is worth the most EXHIBIT NO. 99.(h) 4 . 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, the Funds and …Mfs Utilities Fund Class A normally invests in the utility sector, including stocks, bonds and convertible securities. This fund has given a return of over -7% in the last three months and almost ... boh stocks Important Information about the ING MFS Utilities Portfolio. Prior to September 23, 2005, the effective date of the substitutions, the Service Class shares of this fund were available through your variable life insurance policy. Effective September 23, 2005, the Institutional Class of fund shares will replace the Service Class of fund shares.09/30/23 Past performance is no guarantee of future results. Fund returns assume the reinvestment of dividends and capital gain distributions. Class I shares are available without a sales charge to eligible investors. The fund focuses on utilities stocks believed to have strong growth prospects.