MMUBX Mutual Fund
MMUBX Mutual Fund
MFS Utilities Fund Class B

MMUBX Mutual Fund Overview
MMUBX Mutual Fund (MFS Utilities Fund Class B) is managed by MFS Investment Management with $2.1M in net assets. MMUBX expense ratio is 1.75%, holding 45 positions across sectors including Utilities, Unknown, Other. Inception date: 1993-09-07.
MMUBX performance shows a YTD return of 6.92%. The 1-year return is 16.14% and the 5-year return is 7.06%. MMUBX dividend yield stands at 2.92%, paid quarterly.
MMUBX top holdings include Nextera Energy Inc. (12.9%), Constellation E.. (6.8%), Pg&E Corp. (5.6%), Xcel Energy, Inc (5.3%), Sempra Energy (4.8%). View all MMUBX holdings, sector breakdown, or dividend history.
MMUBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MMUBX alternatives are available via the screener, along with tax-loss harvesting opportunities.