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MMUJX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

MFS Utilities R4 (MMUJX) Ownership - Who owns MFS Utilities R4?

The investment seeks total return... Show more

Category: #Utilities

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

MMUJX

Net Assets

2.78B

Fund Existence

over 20 years

Turnover

63.00

Total Expense Ratio

0.75

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Utilities

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.76

Assets in Top Ten Holdings

1.28B

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

18.5M

Fund Type

OpenEnd

Index Fund

Management Fee

0.60

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

53.00

Number of Net Holdings

68.00

Number of Short Holdings

15.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

55.00%

Gain YTD

21.744

Annual Yield % from dividends

2.12

Returns for 1 year

11.47

Returns for 3 years

35.81

Returns for 5 years

33.27

Returns for 10 years

74.84

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General Information

Category Utilities

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Fundamentals

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