MMUBX Mutual Fund

MMUBX Mutual Fund (MFS Utilities Fund Class B) is managed by MFS Investment Management with $1.6M in net assets. MMUBX expense ratio is 1.75%, holding 45 positions across sectors including Utilities. 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 6.91%. MMUBX dividend yield stands at 3.14%, paid quarterly.

MMUBX top holdings include Nextera Energy Inc. (12.8%), Constellation Energy Corp (6.3%), Pg&E Corp. (6.3%), Xcel Energy Inc. (5.5%), American Electric Power Co. Inc. (5.0%). 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.