MFS Utilities Equity (S:0P0000MZZ6)
322.02
+6.92
(+2.20%)
USD |
Nov 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 14, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| NextEra Energy, Inc. | 11.08% | 81.64 | 0.64% |
| Constellation Energy Corp. | 7.93% | 333.53 | -0.69% |
| Xcel Energy, Inc. | 5.64% | 74.94 | 1.27% |
| PG&E Corp. | 5.48% | 15.73 | 0.19% |
| Sempra | 5.01% | 90.29 | 1.34% |
| Vistra Corp. | 4.93% | 171.42 | -0.67% |
| DTE Energy Co. | 4.38% | 132.20 | 1.45% |
| The Southern Co. | 3.92% | 87.55 | 0.93% |
| Dominion Energy, Inc. | 3.90% | 59.02 | 1.08% |
| Ameren Corp. | 3.82% | 101.43 | 1.23% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |