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Mfs Utilities Fund Class R3: (MF: MMUHX)

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

$27.26 USD

+0.04 (0.15%)

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 8.82 47
3 months -0.20 73
6 months 8.82 47
1 Year 17.03 21
3 Year 11.21 80
5 Year 8.62 49
10 Year 8.69 31

* 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) 513.88

Load Adjusted Returns as of Jun 30, 2026

1 Year 17.02
5 Year 8.62
10 Year 8.69
Since Inception 9.45

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 9.04 -0.20 NA 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 8.8214.8411.35-2.210.4413.876.0124.870.8314.6911.40
% Total Return Rel to Index -4.90-3.37-13.67-28.4618.64-14.81-12.38-6.615.23-7.10-0.53
% Total Return Rel to Peer 1.23-0.37-7.41-1.694.98-1.763.740.842.290.970.02
% Perf Quintile vs Peer* 3.003.004.003.002.005.001.003.003.002.004.00
% Dividends 0.170.490.460.460.420.310.390.560.500.450.67
% Yield 0.361.871.972.181.701.181.612.272.432.163.55
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%