MMUHX Mutual Fund

MMUHX Mutual Fund (MFS Utilities Fund Class R3) is managed by MFS Investment Management with $145.8M in net assets. MMUHX expense ratio is 1.00%, holding 45 positions across sectors including Utilities, Industrials. Inception date: 2005-04-01.

MMUHX performance shows a YTD return of 7.30%. The 1-year return is 17.03% and the 5-year return is 7.87%. MMUHX dividend yield stands at 3.78%, paid quarterly.

MMUHX 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 MMUHX holdings, sector breakdown, or dividend history.

MMUHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MMUHX alternatives are available via the screener, along with tax-loss harvesting opportunities.