MFS Utilities R1  MMUGX
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2009-10-31
Out of
Utilities Funds
Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance.
Morningstar®
Style Box™
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   Value
  
  
As of 2009-09-30
Day Change
$ -0.03
  
NAV (2009-11-20)
$ 14.22
  
YTD Return % (2009-11-20)
25.10%
  
Total Assets ($ mil)
2,515
View Data Definitions
  Performance    
Growth of $10,000 Fund: MFS Utilities R1
(from 2005-04-01 to 2009-10-31) Category: Utilities
Index: S&P 500 TR
Total Annualized Returns % 1yr, 3yr and 5yr Returns as of 2009-11-20
Inception date: 2005-04-01 10yr and Inception Returns as of 2009-10-31
YTD Returns as of 2009-11-20
YTD 1 Year 3 Year 5 Year 10 Year Since Inception
Fund 25.10 49.60 0.69 --- --- 7.87
+/- Category 17.76 42.05 4.48 --- --- ---
+/- S&P 500 TR 1.58 0.80 6.59 --- --- ---
Standardized Annual Returns %   more on standardized returns
Quarter-End (as of 2009-09-30) 25.12 4.82 3.62 --- --- 8.87
Month-End (as of 2009-10-31) 20.79 18.90 0.40 --- --- 7.87
After Tax Returns % (as of 2009-09-30 )  
On Distribution --- 17.50 -0.57 --- --- ---
On Distribution & Sale of Shares --- 12.29 0.03 --- --- ---
Morningstar Rating --- --- --- --- ---
# of compared funds covered (3 yrs : out of 97 funds), (5 yrs : out of funds), (10 yrs : out of funds). Ratings are based on risk-adjusted performance. The maximum initial sales fee is none, the maximum deferred sales fee is none, and the maximum redemption sales fee is none.
The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein.
  Portfolio Profile    
Sector Breakdown %
Information 31.66
Software 0.00
Hardware 0.00
Media 7.95
Telecommunications 23.71
Service 0.00
Healthcare 0.00
Consumer Services 0.00
Business Services 0.00
Financial Services 0.00
Manufacturing 68.34
Consumer Goods 0.00
Industrial Materials 0.19
Energy 10.76
Utilities 57.39
Asset Allocation
% of Net Assets
Cash 2.5
Stocks 93.2
Bonds 2.2
Other 2.1
Foreign Stocks 30.4
(as a % of Assets)
Data through 2009-09-30 Data through 2009-09-30
 
Holding Status
Total Number of Stock Holdings 77 Turnover % 73
Total Number of Bond Holdings 6 30 Day SEC Yield % 2.08
% of Assets in Top 10 Holdings 31.93 ending as of 2009-09-30
View Data Definitions
Top 10 Holdings Sector P/E YTD
Return %		 % of Net
Assets
NRG Energy, Inc. 6.37 2.06 3.84
EQT Corp. 16.78 23.46 3.71
AES Corporation 4.58 53.52 3.57
Questar Corporation 8.42 22.65 3.41
E.ON AG --- --- 3.10
Sempra Energy 9.62 24.63 3.08
PPL Corporation 12.53 1.58 3.01
CMS Energy Corporation 8.22 43.92 2.92
Cellcom Israel, Ltd. 8.42 52.67 2.83
Virgin Media, Inc. --- 231.06 2.46
Data through 2009-09-30
YTD Return through 2009-11-20
  Other Information
Fund Inception: 2005-04-01
Portfolio Manager  (Start Date)
Maura A. Shaughnessy  (1992-02-14)
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.
Robert D. Persons  (2005-05-31)
 Investment Officer  Investment Grade Fixed Income Portfolio Manager and Research Analyst  Responsible for final buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions.  Joined MFS in 2000 as a Fixed Income Research Analyst; named Portfolio Manager in 2006  Previous experience includes: six years as a Bond Analyst/Portfolio Manager for Scudder Kemper Investments; three years as an Investment Manager for The Travelers Insurance Company; and three years as an Investment Analyst for Bailard, Biehl & Kaiser  Affiliation(s): CFA Institute  Northwestern University, MBA  Bucknell University, BA
Sales Charge %
(taken from prospectus dated 2009-03-01)
Front: None
Deferred: None
Expense Ratio % 1.83
based on net assets
(taken from annual report dated 2008-10-31)
Correspondence Information
500 Boylston St
15th Floor
Boston,  MA  02116
United States
Telephone:
800-225-2606
617-954-5000
Data on this page does not include the fund's short positions (if any).
Show Data Definitions

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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.