MMUJX Mutual Fund

MMUJX Mutual Fund (MFS Utilities Fund Class R4) is managed by MFS Investment Management with $20.2M in net assets. MMUJX expense ratio is 0.75%, holding 45 positions across sectors including Utilities, Industrials. Inception date: 2005-04-01.

MMUJX performance shows a YTD return of 6.69%. The 1-year return is 10.69% and the 5-year return is 7.24%. MMUJX dividend yield stands at 4.11%, paid quarterly.

MMUJX 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 MMUJX holdings, MMUJX sectors, or MMUJX dividends.

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