MFS Utilities Fund (MMUFX) belongs to the Utilities Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MMUFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MMUFX
MMUFX charges 0.99% annually. There are 8 mutual funds in the Utilities Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Utilities Index Fund Admiral Shares | 0.10% | 10.60B | Apr 2004 | MMUFX vs VUIAX | |
| American Century Utilities Fund | 0.65% | 312.77M | Feb 1993 | MMUFX vs BULIX | |
| Fidelity Telecom and Utilities Fund | 0.68% | — | Nov 1987 | MMUFX vs FIUIX | |
| Franklin Utilities Fund | 0.72% | — | Sep 1948 | MMUFX vs FKUTX | |
| Fidelity Select Utilities Portfolio | 0.74% | — | Dec 1981 | MMUFX vs FSUTX |
Best Risk-Adjusted Alternatives to MMUFX
MMUFX has a PortfoliosLab risk / return rank of 28. There are 6 mutual funds in the Utilities Equities category with higher risk-adjusted ranks, going as high as 82.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 82 | — | Jul 2011 | MMUFX vs DPG | |
| Hennessy Gas Utility Fund | 42 | — | May 1989 | MMUFX vs GASFX | |
| Gabelli Utilities Fund | 38 | — | Aug 1999 | MMUFX vs GABUX | |
| Franklin Utilities Fund | 32 | — | Sep 1948 | MMUFX vs FKUTX | |
| Franklin Utilities Fund Class R | 29 | — | Jan 2002 | MMUFX vs FRURX |
Top Performing MMUFX Alternatives (YTD)
MMUFX is at 8.89% YTD. There are 6 mutual funds in the Utilities Equities category with higher YTD returns, going as high as 20.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 20.30% | — | Jul 2011 | MMUFX vs DPG | |
| Hennessy Gas Utility Fund | 12.47% | — | May 1989 | MMUFX vs GASFX | |
| Franklin Utilities Fund | 9.71% | — | Sep 1948 | MMUFX vs FKUTX | |
| Franklin Utilities Fund Class A | 9.66% | — | Sep 1948 | MMUFX vs FKUQX | |
| Franklin Utilities Fund Class R | 9.50% | — | Jan 2002 | MMUFX vs FRURX |
Lowest Volatility Alternatives to MMUFX
MMUFX has 14.57% 1-year volatility. There are 10 mutual funds in the Utilities Equities category with lower 1-year volatility, going as low as 10.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Utilities Fund | 10.91% | — | Aug 1999 | MMUFX vs GABUX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | 12.26% | — | Jul 2011 | MMUFX vs DPG | |
| Hennessy Gas Utility Fund | 12.32% | — | May 1989 | MMUFX vs GASFX | |
| Allspring Utilities and High Income Fund | 12.92% | — | Apr 2004 | MMUFX vs ERH | |
| Allspring Utility and Telecommunications Fund | 13.35% | — | Jan 1994 | MMUFX vs EVUAX |
Lowest Drawdown Alternatives to MMUFX
MMUFX has a 1-year max drawdown of -8.75%. There are 8 mutual funds in the Utilities Equities category with shallower 1-year drawdowns, going as shallow as -5.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | -5.85% | — | Jul 2011 | MMUFX vs DPG | |
| Hennessy Gas Utility Fund | -6.95% | — | May 1989 | MMUFX vs GASFX | |
| Gabelli Utilities Fund | -7.14% | — | Aug 1999 | MMUFX vs GABUX | |
| Allspring Utility and Telecommunications Fund | -7.68% | — | Jan 1994 | MMUFX vs EVUAX | |
| Rydex Utilities Fund | -7.97% | — | Apr 2000 | MMUFX vs RYUIX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 20 | 5.62% | — | Jan 1996 | MMUFX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 53 | 9.45% | — | May 2006 | MMUFX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 52 | 9.38% | — | Feb 1996 | MMUFX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 42 | 9.80% | — | Sep 2004 | MMUFX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 7 | -0.94% | — | Jan 1935 | MMUFX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 9 | 4.85% | — | Jun 2012 | MMUFX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 9 | 4.80% | — | Jul 1997 | MMUFX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 33 | 6.03% | — | — | MMUFX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 50 | 9.23% | — | Jan 1996 | MMUFX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 40 | 9.45% | — | Jul 1924 | MMUFX vs MITTX |
Often Compared With MMUFX
Investors most often compare MMUFX with FSTEX, VFIAX, SPY. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare MMUFX with Any Fund or Stock
Compare MMUFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MMUFX with funds that move differently
MFS Utilities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MMUFX.
Explore MMUFX Diversifiers