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Mfs Utilities Fund Class C: (MF: MMUCX)
(NASDAQ Mutual Funds) As of Oct 31, 2025 05:42 PM ET
$25.82 USD
-0.19 (-0.73%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.28 | 90 |
| 3 months | 6.47 | 64 |
| 6 months | 12.18 | 32 |
| 1 Year | 4.47 | 96 |
| 3 Year | 10.13 | 90 |
| 5 Year | 9.25 | 63 |
| 10 Year | 8.18 | 76 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 267.80 |
| Bear Market (10/07 - 2/09) | -45.52 |
| Bull Market (2/09 - 3/21) | 405.59 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 3.42 |
| 5 Year | 9.24 |
| 10 Year | 8.18 |
| Since Inception | 9.52 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.97 | 5.36 | 6.47 | NA |
| 2024 | -1.14 | 2.80 | 18.00 | -7.78 |
| 2023 | -0.68 | -0.76 | -10.71 | 10.22 |
| 2022 | 3.20 | -7.49 | -4.96 | 9.90 |
| 2021 | 1.08 | 1.49 | -0.46 | 10.69 |
| 2020 | -17.79 | 9.62 | 2.72 | 13.61 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.28 | 10.59 | -3.00 | -0.28 | 13.03 | 5.17 | 23.97 | 0.06 | 13.84 | 10.56 | -15.42 |
| % Total Return Rel to Index | -1.55 | -14.42 | -29.25 | 17.91 | -15.64 | -13.22 | -7.52 | 4.46 | -7.95 | -1.37 | -16.81 |
| % Total Return Rel to Peer | -3.02 | -8.16 | -2.48 | 4.25 | -2.60 | 2.90 | -0.05 | 1.52 | 0.12 | -0.82 | -8.39 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 5.00 | 2.00 | 4.00 | 4.00 | 3.00 | 4.00 | 5.00 |
| % Dividends | 0.21 | 0.29 | 0.29 | 0.23 | 0.12 | 0.23 | 0.39 | 0.34 | 0.30 | 0.53 | 0.30 |
| % Yield | 0.81 | 1.25 | 1.28 | 0.93 | 0.48 | 0.94 | 1.58 | 1.69 | 1.47 | 2.84 | 1.65 |
| Capital Gains ($) | 0.00 | 0.36 | 0.74 | 1.53 | 1.06 | 0.92 | 1.00 | 0.33 | 0.08 | 0.00 | 1.07 |
| Expense Ratio | 1.75 | 1.75 | 1.77 | 1.74 | 1.74 | 1.74 | 1.74 | 1.74 | 1.76 | 1.75 | 1.74 |
* 1 = Top 20%, 5 = Bottom 20%