MURRX Mutual Fund

MURRX Mutual Fund (MFS Utilities Fund Cl R2) is managed by MFS Investment Management with $18.4M in net assets. MURRX expense ratio is 1.25%, holding 40 positions across sectors including Utilities. Inception date: 2003-10-31.

MURRX performance shows a YTD return of 2.66%. The 1-year return is 1.83% and the 5-year return is 5.59%. MURRX dividend yield stands at 1.37%, paid monthly.

MURRX 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 MURRX holdings, MURRX sectors, or MURRX dividends.

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