MMUKX Mutual Fund
MMUKX Mutual Fund
MFS Utilities Fund Class R5
MMUKX Mutual Fund Overview
MMUKX Mutual Fund (MFS Utilities Fund Class R5) is managed by MFS Investment Management with $92.8M in net assets. MMUKX expense ratio is 0.66%, holding 45 positions across sectors including Utilities, Unknown, Other. Inception date: 2012-06-01.
MMUKX performance shows a YTD return of 7.49%. The 1-year return is 17.43% and the 5-year return is 8.24%. MMUKX dividend yield stands at 4.06%, paid quarterly.
MMUKX top holdings include Nextera Energy Inc (12.9%), Constellation Energy Corp (6.8%), Pg&E Corp (5.6%), Xcel Energy Inc. (5.3%), Sempra Energy (4.8%). View all MMUKX holdings, sector breakdown, or dividend history.
MMUKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MMUKX alternatives are available via the screener, along with tax-loss harvesting opportunities.