MMUBX Rating, Research - Mfs Utilities B

Mfs Utilities B (mmubx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 34

Threats + Weaknesses = 25

When strengths & opportunities substantially exceed threats & weaknesses an investment in the mmubx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Mfs Utilities B (MMUBX) Description: MMUBX is a mutual fund, which is an investment that owns a basket of assets. The MMUBX mutual fund was provided by Mfs and this investment vehicle derives the majority of its value from equity holdings (stocks). Mfss mutual fund has a long management tenure and is in the average fund size classification. MMUBXs minimum initial investment amount is $1000 while the IRA minimum is $250. MMUBXs expense ratio is roughly 2%. The latest MMUBXs front end load was 0% and the back end load was 4%. The Mfs Utilities B (MMUBX) mutual fund falls under the utilities category. MMUBX focuses its investments in USA and MMUBX is focused on the utilities industry or fund sector. The Mfs Utilities B (MMUBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MMUBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MMUBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests mainly in common stocks (see stock research) of U.S. and foreign companies without limit in any country, including countries with developed or emerging markets. It currently emphasizes its investments in developed markets such as the United States, Western European countries and Japan. The fund does not limit investments in a particular capitalization range, but primarily invests in mid- and large-cap companies.

Management Analysis Update

Performance Analysis Update