MMUKX Mutual Fund

MMUKX Mutual Fund (MFS Utilities Fund Class R5) is managed by MFS Investment Management with $86.6M in net assets. MMUKX expense ratio is 0.66%, holding 45 positions across sectors including Utilities. Inception date: 2012-06-01.

MMUKX performance shows a YTD return of 6.69%. The 1-year return is 10.77% and the 5-year return is 8.09%. MMUKX dividend yield stands at 4.17%, paid quarterly.

MMUKX 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 MMUKX holdings, MMUKX sectors, or MMUKX dividends.

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