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 45 positions across sectors including Utilities. 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 7.45%. MURRX dividend yield stands at 3.62%, paid quarterly.

MURRX 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 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.