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Mfs Utilities Fund Class R3: (MF: MMUHX)

(NASDAQ Mutual Funds) As of Oct 27, 2026 05:42 PM ET

$25.16 USD

+0.21 (0.84%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD -4.26 60
3 months -12.02 50
6 months -12.20 54
1 Year -3.50 42
3 Year 10.61 83
5 Year 5.92 54
10 Year 7.42 30

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -45.00
Bull Market (2/09 - 3/21) 483.83

Load Adjusted Returns as of Sep 30, 2026

1 Year -3.49
5 Year 5.92
10 Year 7.42
Since Inception 8.69

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 9.04 -0.20 -12.02 NA
2025 1.18 5.54 6.69 0.79
2024 -1.02 2.99 18.25 -7.62
2023 -0.46 -0.60 -10.58 10.52
2022 3.39 -7.33 -4.78 10.10
2021 1.26 1.64 -0.23 10.88

Annual Return

20262025202420232022202120202019201820172016
% Total Return -4.2514.8411.35-2.210.4413.876.0124.870.8314.6911.40
% Total Return Rel to Index -17.00-3.37-13.67-28.4618.64-14.81-12.38-6.615.23-7.10-0.53
% Total Return Rel to Peer 0.16-0.37-7.41-1.694.98-1.763.740.842.290.970.02
% Perf Quintile vs Peer* 3.003.004.003.002.005.001.003.003.002.004.00
% Dividends 0.250.490.460.460.420.310.390.560.500.450.67
% Yield 1.651.871.972.031.701.181.612.272.432.163.55
Capital Gains ($) 0.000.550.360.741.531.060.921.000.330.080.00
Expense Ratio 0.991.001.001.020.990.990.990.990.991.010.99

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