MBARX Mutual Fund

MBARX Mutual Fund (MFS Arkansas Municipal Bond Fund Class B) is managed by MFS Investment Management with $42,316.35 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 -0.62%. The 1-year return is 4.54% and the 5-year return is -0.46%. MBARX dividend yield stands at 2.79%, paid monthly.

MBARX 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 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.