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Mfs Utilities Fund Class R4: (MF: MMUJX)

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

$27.32 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 8.96 42
3 months -0.14 67
6 months 8.96 42
1 Year 17.28 17
3 Year 11.48 75
5 Year 8.89 47
10 Year 8.97 25

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -44.82
Bull Market (2/09 - 3/21) 540.91

Load Adjusted Returns as of Jun 30, 2026

1 Year 17.28
5 Year 8.88
10 Year 8.97
Since Inception 9.74

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 9.12 -0.14 NA NA
2025 1.24 5.63 6.74 0.83
2024 -0.91 3.04 18.27 -7.54
2023 -0.40 -0.53 -10.49 10.53
2022 3.43 -7.30 -4.66 10.15
2021 1.32 1.74 -0.21 10.99

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.9615.1011.65-2.000.6914.186.2725.231.0315.0111.66
% Total Return Rel to Index -4.78-3.11-13.36-28.2418.89-14.50-12.12-6.255.43-6.77-0.26
% Total Return Rel to Peer 1.35-0.11-7.10-1.475.22-1.454.001.202.491.300.28
% Perf Quintile vs Peer* 3.003.004.003.002.004.001.003.003.002.003.00
% Dividends 0.200.550.520.520.480.370.450.610.550.500.71
% Yield 0.412.102.202.461.931.401.832.472.672.403.79
Capital Gains ($) 0.000.550.360.741.531.060.921.000.330.080.00
Expense Ratio 0.000.750.750.770.740.740.740.740.740.760.74

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