Mfs Utilities Fund Quote
| MMUKX Fund | USD 22.78 0.42 1.88% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Mfs Utilities is trading at 22.78 as of the 30th of January 2025; that is 1.88% up since the beginning of the trading day. The fund's open price was 22.36. Mfs Utilities has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 30th of January 2025. Click here to learn more.
The fund normally invests at least 80 percent 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 .. More on Mfs Utilities Fund
Moving together with Mfs Mutual Fund
| 0.87 | D | Dominion Energy | PairCorr |
| 0.9 | ED | Consolidated Edison | PairCorr |
| 0.9 | ES | Eversource Energy | PairCorr |
| 0.92 | FE | FirstEnergy Earnings Call This Week | PairCorr |
| 0.71 | HE | Hawaiian Electric | PairCorr |
Moving against Mfs Mutual Fund
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Funds, Utilities Funds, Utilities, MFS (View all Sectors) |
| Update Date | 31st of December 2024 |
Mfs Utilities Fund [MMUKX] is traded in USA and was established 30th of January 2025. Mfs Utilities is listed under MFS category by Fama And French industry classification. The fund is listed under Utilities category and is part of MFS family. This fund now has accumulated 3.25 B in assets with no minimum investment requirementsMfs Utilities is currently producing year-to-date (YTD) return of 2.12% with the current yeild of 0.02%, while the total return for the last 3 years was 5.85%.
Check Mfs Utilities Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Utilities Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs Utilities Fund Mutual Fund Constituents
| AMT | American Tower Corp | Stock | Real Estate | |
| NRG | NRG Energy | Stock | Utilities | |
| ETR | Entergy | Stock | Utilities | |
| SRE | Sempra Energy | Stock | Utilities | |
| SO | Southern Company | Stock | Utilities | |
| PEG | Public Service Enterprise | Stock | Utilities | |
| PCG | PGE Corp | Stock | Utilities | |
| NEE | Nextera Energy | Stock | Utilities |
Mfs Utilities Risk Profiles
| Mean Deviation | 0.8442 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.12 | |||
| Risk Adjusted Performance | (0.12) |
Mfs Utilities Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Utilities financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Utilities security.
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