MMUKX Mutual Fund

MMUKX Mutual Fund (MFS Utilities Fund Class R5) is managed by MFS Investment Management with $89.7M in net assets. MMUKX expense ratio is 0.66%, holding 45 positions across sectors including Utilities, Industrials. 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 7.34%. MMUKX dividend yield stands at 4.17%, paid quarterly.

MMUKX 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 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.