Mutual Fund Insights: MFS Utilities R4 Fund (MMUJX)

In-depth Analysis of MFS Utilities R4 Fund (MMUJX)

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See MFS Utilities R4 Fund (MMUJX) performance details as of January 31, 2010

  

Last Trade: $14.83 on 3/19/2010, Change: -0.10 (-0.67%)

  

Fund Manager - Maura A. Shaughnessy

Fund Manager Tenure: 18.1 years   [Similar Funds: MMUBX  MMUCX  MMUFX  MMUGX  MMUHX  MMUIX ]
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)

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

  

 What we like about MFS Utilities R4 Fund (MMUJX)

Data for MFS Utilities R4 Fund (MMUJX) as of January 31, 2010

• MFS Utilities R4 Fund (MMUJX) management has been with MFS Utilities R4 Fund for 18.1 years
• MFS Utilities R4 Fund (MMUJX) has good short-term performance (1-year return 30.06% vs 15.37% Utilities category average)
• MFS Utilities R4 Fund (MMUJX) has good mid-term performance (3-year return -0.11% vs -4.27% Utilities category average)
• MFS Utilities R4 Fund (MMUJX) has good Long-term performance (5-year return 9.49% vs 4.68% Utilities category average)
• MFS Utilities R4 Fund (MMUJX) has a Morningstar rating of 4 and above
• MFS Utilities R4 Fund (MMUJX) has an annual stock turnover rate of 71.00% vs Utilities average of 108.07%. It is good that MFS Utilities R4 management does not trade extensively for its return.
• MFS Utilities R4 Fund (MMUJX) has a lower management fee than its Utilities average: 0.78% vs 1.40%
• MFS Utilities R4 Fund (MMUJX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about MFS Utilities R4 Fund (MMUJX)

Data for MFS Utilities R4 Fund (MMUJX) as of January 31, 2010

• MFS Utilities R4 Fund (MMUJX) ratio of up-years vs down years can be improved
• MFS Utilities R4 Fund (MMUJX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.84 that is higher than category average of 18.85

See MFS Utilities R4 Fund (MMUJX) performance details as of January 31, 2010

  

  

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MFS Utilities R4 Fund (MMUJX) Net Asset

Track net asset change of MFS Utilities R4 fund (MMUJX)

Date	Net Asset
01/2010	$13.95M
11/2009	$13.40M
10/2009	$12.68M

More historic net asset information on MFS Utilities R4 Fund (MMUJX)

  

MFS Utilities R4 Fund (MMUJX) Portfolio Allocation

Track portfolio allocation change of MFS Utilities R4 fund (MMUJX)

Date	Cash	Stock	Bond	Other
10/2009	2.68%	93.09%	2.19%	2.04%
09/2009	2.52%	93.18%	2.22%	2.09%
08/2009	2.24%	93.16%	2.64%	1.98%

Click here to see more historic asset allocation information on MFS Utilities R4 Fund (MMUJX)

  

Most Recent Top 10 Holdings in MFS Utilities R4 Fund (MMUJX)

Discover what MFS Utilities R4 Fund (MMUJX) manager is buying

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%]

31-Aug-09 AES CORPORATION [4.23%] NRG ENERGY INC [3.85%] EQT CORPORATION [3.7%] E.ON AG [3.47%] QUESTAR CP [3.24%] CMS ENERGY CP [3.07%] PPL CORP [3.04%] SEMPRA ENERGY [2.91%] CELLCOM ISRAEL [2.83%] CEZ [2.44%]

Click here for Stock Holding Change Map in MFS Utilities R4 Fund (MMUJX)

  

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Latest News on MFS Utilities R4 (MMUJX)

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See more information on MFS Utilities R4 Fund (MMUJX)

• MFS Utilities R4 Fund Insights
• MFS Utilities R4 Fund Performance Data
• MFS Utilities R4 Fund News
• MFS Utilities R4 Fund Score Explaination
• MFS Utilities R4 Fund Manager Information
• Historic MFS Utilities R4 Fund Asset Allocation Report
• Historic MFS Utilities R4 Fund Top 10 Holding Tracking
• Historic MFS Utilities R4 Fund Asset Under Management Tracking