MMUKX Mutual Fund

MMUKX Mutual Fund (MFS Utilities Fund Class R5) is managed by MFS Investment Management with $85.7M in net assets. MMUKX expense ratio is 0.66%, holding 40 positions across sectors including Utilities. Inception date: 2012-06-01.

MMUKX performance shows a YTD return of 3.16%. The 1-year return is 2.44% and the 5-year return is 6.22%. MMUKX dividend yield stands at 1.96%, paid monthly.

MMUKX top holdings include Nextera Energy Inc (12.6%), Constellation Energy Corporation Com (6.9%), Xcel Energy Inc. (5.6%), American Electri (5.2%), Pg&E Corp. (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.