On Dec. 1, 2025, MFS announced that portfolio manager Claud Davis intends to retire from the firm and MFS Utilities on Sept. 30, 2026. Davis has been a named manager on the fund since April 2014 and ...
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The Fund seeks capital appreciation and current income by investing, under normal conditions, at least 65 percent of its total assets in equity and fixed income securities of issuers whose principal ...