MMUBX Mutual Fund

MMUBX Mutual Fund (MFS Utilities Fund Class B) is managed by MFS Investment Management with $1.8M in net assets. MMUBX expense ratio is 1.75%, holding 45 positions across sectors including Utilities, Industrials. Inception date: 1993-09-07.

MMUBX performance shows a YTD return of 6.04%. The 1-year return is 9.55% and the 5-year return is 6.17%. MMUBX dividend yield stands at 2.98%, paid quarterly.

MMUBX top holdings include Nextera Energy Inc. (12.9%), Constellation E.. (6.8%), Pg&E Corp. (5.6%), Xcel Energy, Inc (5.3%), Sempra Common Stock (4.8%). Go to all MMUBX holdings, MMUBX sectors, or MMUBX dividends.

MMUBX can be compared against other funds. Use MMUBX overlap to find shared positions, or MMUBX vs another fund for a side-by-side view. MMUBX alternatives are available via the screener, along with tax-loss harvesting opportunities.