# Portfolio overlap — UTPIX vs MMUFX

Comparing **UTILITIES ULTRASECTOR PROFUND** (2026-04-30) and **MFS Utilities Fund** (2026-04-30).

- Shared positions: 24
- UTILITIES ULTRASECTOR PROFUND covered by MFS Utilities Fund: 0.5684133485599910622668751352
- MFS Utilities Fund covered by UTILITIES ULTRASECTOR PROFUND: 0.5684133485599910622668751352

## UTILITIES ULTRASECTOR PROFUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| US ULTRA BOND CBT Sep25 | 0.237864 | ✓ |
| NEXTERA ENERGY INC | 0.107172 | ✓ |
| SOUTHERN CO | 0.056004 | ✓ |
| DUKE ENERGY CORP NEW | 0.052967 |  |
| CONSTELLATION ENERGY CORP | 0.051285 | ✓ |
| AMERICAN ELECTRIC POWER CO INC | 0.038988 | ✓ |
| SEMPRA ENERGY | 0.032674 | ✓ |
| DOMINION ENERGY INC | 0.028961 | ✓ |
| ENTERGY CORP | 0.028042 | ✓ |
| VISTRA CORP | 0.026431 | ✓ |
| XCEL ENERGY INC | 0.025801 | ✓ |
| EXELON CORP | 0.024733 |  |
| PUB SERV ENTERP | 0.021429 | ✓ |
| CONSOLIDATED EDISON INC | 0.021156 |  |
| WEC ENERGY GROUP INC | 0.020181 | ✓ |
| PG&E CORP | 0.019206 | ✓ |
| NRG ENERGY INC | 0.017371 |  |
| DTE ENERGY CO | 0.016564 | ✓ |
| ATMOS ENERGY CORP | 0.016524 | ✓ |
| AMEREN CORP | 0.016515 | ✓ |
| CENTERPOINT ENERGY INC | 0.014987 | ✓ |
| PPL CORPORATION | 0.014566 | ✓ |
| EDISON INTL | 0.014059 | ✓ |
| EVERSOURCE ENERGY | 0.013945 | ✓ |
| AMERICAN WATER WRKS COMPANY | 0.013185 | ✓ |
| FIRSTENERGY CORP | 0.012991 |  |
| CMS ENERGY CORP | 0.012363 |  |
| NISOURCE INC | 0.012147 | ✓ |
| EVERGY INC | 0.010026 |  |
| ALLIANT ENERGY CORPORATION | 0.009926 | ✓ |
| PINNACLE WEST CAPITAL CORP | 0.006527 | ✓ |
| AES CORP | 0.005410 |  |

## MFS Utilities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NEXTERA ENERGY INC | 0.133381 | ✓ |
| CONSTELLATION ENERGY CORP | 0.070036 | ✓ |
| PG&E CORP | 0.055947 | ✓ |
| XCEL ENERGY INC | 0.053752 | ✓ |
| SEMPRA ENERGY | 0.048821 | ✓ |
| AMERICAN ELECTRIC POWER CO INC | 0.048798 | ✓ |
| DTE ENERGY CO | 0.040805 | ✓ |
| AMEREN CORP | 0.038368 | ✓ |
| DOMINION ENERGY INC | 0.037910 | ✓ |
| SOUTHERN CO | 0.036891 | ✓ |
| VISTRA CORP | 0.036598 | ✓ |
| EDISON INTL | 0.034135 | ✓ |
| PUB SERV ENTERP | 0.031372 | ✓ |
| ALLIANT ENERGY CORPORATION | 0.027605 | ✓ |
| PINNACLE WEST CAPITAL CORP | 0.023931 | ✓ |
| ENTERGY CORP | 0.023774 | ✓ |
| PPL CORPORATION | 0.023359 | ✓ |
| SSE PLC | 0.021808 |  |
| RWE AG | 0.021157 |  |
| NISOURCE INC | 0.020765 | ✓ |
| ATMOS ENERGY CORP | 0.017961 | ✓ |
| OGE ENERGY CORP | 0.015416 |  |
| WEC ENERGY GROUP INC | 0.015318 | ✓ |
| EDP RENOVAVEIS S | 0.015091 |  |
| UNITED UTILITIES | 0.013811 |  |
| AMERICAN WATER WRKS COMPANY | 0.012997 | ✓ |
| EVERSOURCE ENERGY | 0.012582 | ✓ |
| NATIONAL GRID PL | 0.012530 |  |
| EDP SA | 0.009907 |  |
| CENTERPOINT ENERGY INC | 0.007794 | ✓ |
| MFS Institutional Money Market Portfolio, Class A | 0.007712 |  |
| ENEL SPA | 0.007600 |  |
| E.ON SE | 0.007309 |  |
| VEOLIA ENVIRONNE | 0.005468 |  |
| SPIRE INC | 0.004932 |  |
| ORSTED A/S | 0.004072 |  |
| US ULTRA BOND CBT Sep25 | 0.000284 | ✓ |
| ISRAELI SHEKEL | 0.000004 |  |
| British Pound | 0.000000 |  |
| FX Spot Contract: EUR/USD SETTLE 2026-01-05 | 0.000000 |  |


## Sources

- N-PORT (fund A) — accession `0000910472-26-009436` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1039803/000091047226009436/0000910472-26-009436-index.htm>
- N-PORT (fund B) — accession `0002071691-26-015581` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/863032/000207169126015581/0002071691-26-015581-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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