MBARX Mutual Fund

MBARX Mutual Fund (MFS Arkansas Municipal Bond Fund Class B) is managed by MFS Investment Management with $45,942 in net assets. MBARX expense ratio is 1.45%, holding 184 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 1993-09-07.

MBARX performance shows a YTD return of -0.09%. The 1-year return is 6.21% and the 5-year return is -0.42%. MBARX dividend yield stands at 2.53%, paid monthly.

MBARX 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 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.