MURRX Mutual Fund
MURRX Mutual Fund
MFS Utilities Fund Cl R2
MURRX Mutual Fund Overview
MURRX Mutual Fund (MFS Utilities Fund Cl R2) is managed by MFS Investment Management with $19.6M in net assets. MURRX expense ratio is 1.25%, holding 45 positions across sectors including Utilities, Unknown, Other. Inception date: 2003-10-31.
MURRX performance shows a YTD return of 7.19%. The 1-year return is 16.73% and the 5-year return is 7.59%. MURRX dividend yield stands at 3.55%, paid quarterly.
MURRX 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 MURRX holdings, sector breakdown, or dividend history.
MURRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MURRX alternatives are available via the screener, along with tax-loss harvesting opportunities.