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Mfs Utilities Fund A: (MF: MMUFX)

(NASDAQ Mutual Funds) As of Jul 24, 2026 05:43 PM ET

$27.28 USD

+0.03 (0.11%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 8.81 49
3 months -0.20 72
6 months 8.81 49
1 Year 16.97 26
3 Year 11.20 82
5 Year 8.62 50
10 Year 8.69 33

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 282.86
Bear Market (10/07 - 2/09) -45.04
Bull Market (2/09 - 3/21) 514.26

Load Adjusted Returns as of Jun 30, 2026

1 Year 10.60
5 Year 7.40
10 Year 8.08
Since Inception 10.24

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 9.03 -0.20 NA NA
2025 1.18 5.58 6.68 0.76
2024 -0.97 2.98 18.23 -7.61
2023 -0.46 -0.60 -10.57 10.46
2022 3.39 -7.33 -4.77 10.09
2021 1.26 1.64 -0.23 10.87

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.8114.8411.39-2.250.4313.866.0124.890.8414.6811.39
% Total Return Rel to Index -4.91-3.38-13.62-28.5018.64-14.82-12.38-6.595.23-7.11-0.53
% Total Return Rel to Peer 1.22-0.38-7.36-1.734.97-1.783.740.862.290.960.01
% Perf Quintile vs Peer* 3.003.004.003.002.005.001.003.003.002.004.00
% Dividends 0.170.490.470.460.420.310.390.560.500.450.67
% Yield 0.361.841.942.151.671.161.592.222.402.133.50
Capital Gains ($) 0.000.550.360.741.531.060.921.000.330.080.00
Expense Ratio 0.001.001.001.020.990.990.990.990.991.010.99

* 1 = Top 20%, 5 = Bottom 20%