MARLX Mutual Fund

MARLX Mutual Fund (MFS Arkansas Municipal Bond Fund Class I) is managed by MFS Investment Management with $27.8M in net assets. MARLX expense ratio is 0.60%, holding 184 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 2016-04-01.

MARLX performance shows a YTD return of 2.22%. The 1-year return is 8.05% and the 5-year return is 0.92%. MARLX dividend yield stands at 3.24%, paid monthly.

MARLX top holdings include Little Rock, Arkansas, Hotel And Restaurant Gross Receipts Tax Bonds, Series 2014 (2.1%), Springdale Public Facilities Board (2.0%), Arkansas Development Finance Authority (1.9%), Arkansas State University (1.8%), Arkansas Development Finance Authority (1.7%). View all MARLX holdings, sector breakdown, or dividend history.

MARLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MARLX alternatives are available via the screener, along with tax-loss harvesting opportunities.