MBARX Mutual Fund

MBARX Mutual Fund (MFS Arkansas Municipal Bond Fund Class B) is managed by MFS Investment Management with $45,301.26 in net assets. MBARX expense ratio is 1.45%, holding 191 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 1993-09-07.

MBARX performance shows a YTD return of -2.01%. The 1-year return is -1.79% and the 5-year return is -0.57%. MBARX dividend yield stands at 2.63%, paid monthly.

MBARX top holdings include Little Rock, Arkansas, Hotel And Restaurant Gross Receipts Tax Bonds, Series 2014 (2.2%), Springdale Public Facilities Board Ar Arkansas Childrens Northwest 5.000 Mar 01 40 (2.1%), Ar Development Finance Authority Ref-St Agy Facs-Donaghey Plaza 5.000 Jun 01 34 (1.9%), Arkansas State University (1.8%), Mfs Institutional Money Market Portfolio (1.8%). Go to all MBARX holdings, MBARX sectors, or MBARX dividends.

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