MARLX Mutual Fund

MARLX Mutual Fund (MFS Arkansas Municipal Bond Fund Class I) is managed by MFS Investment Management with $28.1M 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 0.28%. The 1-year return is 7.02% and the 5-year return is 0.39%. MARLX dividend yield stands at 3.31%, 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%). Go to all MARLX holdings, MARLX sectors, or MARLX dividends.

MARLX can be compared against other funds. Use MARLX overlap to find shared positions, or MARLX vs another fund for a side-by-side view. MARLX alternatives are available via the screener, along with tax-loss harvesting opportunities.