MMUCX Rating, Research - Mfs Utilities C

Mfs Utilities C (mmucx)

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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 mmucx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Mfs Utilities C (MMUCX) Description: MMUCX is a mutual fund, which is an investment that owns a basket of assets. The MMUCX 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. MMUCXs minimum initial investment amount is $1000 while the IRA minimum is $250. MMUCXs expense ratio is roughly 2%. The latest MMUCXs front end load was 0% and the back end load was 1%. The Mfs Utilities C (MMUCX) mutual fund falls under the utilities category. MMUCX focuses its investments in USA and MMUCX is focused on the utilities industry or fund sector. The Mfs Utilities C (MMUCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MMUCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MMUCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks total returns. The fund generally invests at least 80% of net assets in securities of domestic or foreign utility companies, their suppliers and subcontractors. It normally invests 25% or more of its total assets in securities of public utility companies. The fund also invests in companies that derive at least 50% of their revenues from supplying services and equipment to utility companies.

Management Analysis Update

Performance Analysis Update