Back to top
more

Mfs Utilities Fund Class R4: (MF: MMUJX)

(NASDAQ Mutual Funds) As of Jun 8, 2026 05:44 PM ET

$25.74 USD

-0.49 (-1.87%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 12.37 23
3 months 9.97 14
6 months 9.99 41
1 Year 25.98 5
3 Year 11.45 69
5 Year 9.12 41
10 Year 9.79 31

* 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) 576.35

Load Adjusted Returns as of Apr 30, 2026

1 Year 24.06
5 Year 9.29
10 Year 9.70
Since Inception 9.87

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 9.12 NA 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 12.3715.1011.65-2.000.6914.186.2725.231.0315.0111.66
% Total Return Rel to Index 13.45-3.11-13.36-28.2418.89-14.50-12.12-6.255.43-6.77-0.26
% Total Return Rel to Peer 1.82-0.11-7.10-1.475.22-1.454.001.202.491.300.28
% Perf Quintile vs Peer* 2.003.004.003.002.004.001.003.003.002.003.00
% Dividends 0.110.550.520.520.480.370.450.610.550.500.71
% Yield 1.932.102.202.471.931.401.832.472.672.403.79
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%