MURRX Mutual Fund

MURRX Mutual Fund (MFS Utilities Fund Cl R2) is managed by MFS Investment Management with $19.0M in net assets. MURRX expense ratio is 1.25%, holding 45 positions across sectors including Utilities, Industrials. Inception date: 2003-10-31.

MURRX performance shows a YTD return of 6.35%. The 1-year return is 10.14% and the 5-year return is 6.70%. MURRX dividend yield stands at 3.62%, paid quarterly.

MURRX 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 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.