MMUIX Mutual Fund
MMUIX Mutual Fund
MMUIX Mutual Fund
MFS Utilities Fund Class I
MMUIX Mutual Fund Overview
MMUIX Mutual Fund (MFS Utilities Fund Class I) is managed by MFS Investment Management with $574.4M in net assets. MMUIX expense ratio is 0.75%, holding 45 positions across sectors including Utilities. Inception date: 1997-01-02.
MMUIX performance shows a YTD return of 6.66%. The 1-year return is 10.68% and the 5-year return is 7.98%. MMUIX dividend yield stands at 4.09%, paid quarterly.
MMUIX top holdings include Nextera Energy Inc (12.8%), Constellation Energy Corp (6.3%), Pacific Gas & Electric (6.3%), Xcel Energy Inc. (5.5%), American Electric Power Co Inc (5.0%). Go to all MMUIX holdings, MMUIX sectors, or MMUIX dividends.
MMUIX can be compared against other funds. Use MMUIX overlap to find shared positions, or MMUIX vs another fund for a side-by-side view. MMUIX alternatives are available via the screener, along with tax-loss harvesting opportunities.