MARLX Mutual Fund

MARLX Mutual Fund (MFS Arkansas Municipal Bond Fund Class I) is managed by MFS Investment Management with $26.4M in net assets. MARLX expense ratio is 0.60%, holding 191 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 2016-04-01.

MARLX performance shows a YTD return of -0.08%. The 1-year return is 5.56% and the 5-year return is 0.40%. MARLX dividend yield stands at 3.65%, paid monthly.

MARLX top holdings include Little Rock, Arkansas, Hotel And Restaurant Gross Receipts Tax Bonds, Series 2014 (2.1%), Springdale Public Facilities Board Ar Arkansas Childrens Northwest 5.000 Mar 01 40 (2.0%), Ar Development Finance Authority Ref-St Agy Facs-Donaghey Plaza 5.000 Jun 01 34 (1.9%), Arkansas State University (1.8%), Arkansas Development Finance Authority Ar Ark Cancer Resh Ctr Pj Ambac 0.000 Jul 01 27 (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.