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 $3.2M in net assets. MMUBX expense ratio is 1.75%, holding 51 positions across sectors including Utilities, Unknown, Other. Inception date: 1993-09-07.
MMUBX performance shows a YTD return of 11.20%. The 1-year return is 27.63% and the 5-year return is 10.00%. MMUBX dividend yield stands at 3.02%, paid quarterly.
MMUBX top holdings include Nextera Energy Inc. (11.7%), Constellation E.. (8.9%), Pacific Gas & Electric (5.7%), Xcel Energy, Inc (5.5%), Sempra Energy (5.0%). 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.