Mutual Fund Insights: MFS Utilities C Fund (MMUCX)

In-depth Analysis of MFS Utilities C Fund (MMUCX)

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See MFS Utilities C Fund (MMUCX) performance details as of February 28, 2010

  

Last Trade: $14.77 on 3/19/2010, Change: -0.10 (-0.67%)

  

Fund Manager - Maura A. Shaughnessy

Fund Manager Tenure: 18.1 years   [Similar Funds: MMUBX  MMUFX  MMUGX  MMUHX  MMUIX  MMUJX ]
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

Maura A. Shaughnessy is a senior vice president with MFS Investment Management. Maura A. Shaughnessy joined the firm in 1991 as an equity analyst and was promoted to vice president in 1992 and senior vice president in 1998. Previously, Maura A. Shaughnessy worked as an analyst with Harvard Management from 1987 to 1991. Maura A. Shaughnessy also spent two years as an analyst with the Federal Reserve. Maura A. Shaughnessy holds the Chartered Financial Analyst designation.  Get more insights on Maura A. Shaughnessy

  

 What we like about MFS Utilities C Fund (MMUCX)

Data for MFS Utilities C Fund (MMUCX) as of February 28, 2010

• MFS Utilities C Fund (MMUCX) management has been with MFS Utilities C Fund for 18.1 years
• MFS Utilities C Fund (MMUCX) has good short-term performance (1-year return 43.15% vs 29.39 % Utilities category average)
• MFS Utilities C Fund (MMUCX) has good Long-term performance (5-year return 8.13% vs 4.18 % Utilities category average)
• MFS Utilities C Fund (MMUCX) ratio of up-years vs down years is greater than 2
• MFS Utilities C Fund (MMUCX) has a Morningstar rating of 4 and above
• MFS Utilities C Fund (MMUCX) has an annual stock turnover rate of 71.00% vs Utilities average of 123.50%. It is good that MFS Utilities C management does not trade extensively for its return.

  

 What we are cautious about MFS Utilities C Fund (MMUCX)

Data for MFS Utilities C Fund (MMUCX) as of February 28, 2010

• MFS Utilities C Fund (MMUCX) has a less-than-ideal mid-term performance (3-year return -1.35% vs -4.94 % Utilities category average)
• MFS Utilities C Fund (MMUCX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.81 that is higher than category average of 18.76
• MFS Utilities C Fund (MMUCX) has a higher management fee of 1.85% than its Utilities average of 1.41%
• MFS Utilities C Fund (MMUCX) carries a 1% load

See MFS Utilities C Fund (MMUCX) performance details as of February 28, 2010

  

  

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MFS Utilities C Fund (MMUCX) Net Asset

Track net asset change of MFS Utilities C fund (MMUCX)

Date	Net Asset
02/2010	$2.79B
01/2010	$357.72M
11/2009	$313.74M

More historic net asset information on MFS Utilities C Fund (MMUCX)

  

MFS Utilities C Fund (MMUCX) Portfolio Allocation

Track portfolio allocation change of MFS Utilities C fund (MMUCX)

Date	Cash	Stock	Bond	Other
01/2010	3.66%	93.73%	0.95%	0.12%
10/2009	2.68%	93.09%	2.19%	2.04%
09/2009	2.52%	93.18%	2.22%	2.09%

Click here to see more historic asset allocation information on MFS Utilities C Fund (MMUCX)

  

Most Recent Top 10 Holdings in MFS Utilities C Fund (MMUCX)

Discover what MFS Utilities C Fund (MMUCX) manager is buying

31-Jan-10 CMS Energy Corporation Common S [3.43%] Sempra Energy Common Stock [3.4%] Questar Corporation Common Stoc [3.31%] EQT Corporation Common Stock [3.3%] Williams Companies, Inc. (The) [3.21%] Virgin Media Inc. [2.71%] AES Corporation Common Stock [2.69%] Cellcom Israel, Ltd. Ordinary S [2.66%] [2.6%] PP&L Corporation Common Stock [2.56%]

31-Oct-09 QUESTAR CP [3.81%] EQT CORPORATION [3.73%] AES CORPORATION [3.44%] NRG ENERGY INC [3.32%] SEMPRA ENERGY [3.32%] CMS ENERGY CP [2.99%] CELLCOM ISRAEL [2.85%] PPL CORP [2.8%] E.ON Aktiengesellschaft [2.72%] Vodafone Group PLC [2.63%]

30-Sep-09 NRG ENERGY INC [3.84%] EQT CORPORATION [3.71%] AES CORPORATION [3.57%] QUESTAR CP [3.41%] E.ON AG [3.1%] SEMPRA ENERGY [3.08%] PPL CORP [3.01%] CMS ENERGY CP [2.92%] CELLCOM ISRAEL [2.83%] Virgin Media Inc. [2.46%]

Click here for Stock Holding Change Map in MFS Utilities C Fund (MMUCX)

  

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Latest News on MFS Utilities C (MMUCX)

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See more information on MFS Utilities C Fund (MMUCX)

• MFS Utilities C Fund Insights
• MFS Utilities C Fund Performance Data
• MFS Utilities C Fund News
• MFS Utilities C Fund Score Explaination
• MFS Utilities C Fund Manager Information
• Historic MFS Utilities C Fund Asset Allocation Report
• Historic MFS Utilities C Fund Top 10 Holding Tracking
• Historic MFS Utilities C Fund Asset Under Management Tracking