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Mfs Utilities Fund Cl R2: (MF: MURRX)

(NASDAQ Mutual Funds) As of Jul 1, 2026 06:02 PM ET

$26.23 USD

-0.38 (-1.43%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 6.23 52
3 months -5.85 78
6 months 1.74 52
1 Year 14.38 41
3 Year 10.92 85
5 Year 7.56 56
10 Year 8.53 43

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -45.17
Bull Market (2/09 - 3/21) 487.93

Load Adjusted Returns as of May 31, 2026

1 Year 23.46
5 Year 8.75
10 Year 9.16
Since Inception 10.26

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 8.96 NA NA NA
2025 1.08 5.49 6.63 0.72
2024 -1.04 2.93 18.12 -7.64
2023 -0.51 -0.67 -10.62 10.43
2022 3.30 -7.38 -4.81 10.00
2021 1.21 1.62 -0.33 10.83

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.2314.5411.12-2.470.1813.625.7124.600.5314.4311.15
% Total Return Rel to Index 6.48-3.67-13.89-28.7118.38-15.06-12.68-6.884.92-7.35-0.78
% Total Return Rel to Peer 1.92-0.67-7.64-1.954.71-2.023.440.571.990.72-0.22
% Perf Quintile vs Peer* 3.004.004.003.002.005.001.004.003.002.004.00
% Dividends 0.080.430.400.410.360.250.340.500.450.400.62
% Yield 0.291.641.781.931.450.961.402.042.191.933.32
Capital Gains ($) 0.000.550.360.741.531.060.921.000.330.080.00
Expense Ratio 0.001.251.251.271.241.241.241.241.241.261.25

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