MBCAX Mutual Fund

MBCAX Mutual Fund (MFS California Municipal Bond Fund Class B) is managed by MFS Investment Management with $74,019.84 in net assets. MBCAX expense ratio is 1.41%, holding 435 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 1993-09-07.

MBCAX performance shows a YTD return of 0.21%. The 1-year return is 6.01% and the 5-year return is -0.80%. MBCAX dividend yield stands at 2.64%, paid monthly.

MBCAX top holdings include Mfs Institutional Money Market Portfolio (4.2%), California Community Choice Financ 5% Oct 01, 2032 (1.2%), California Cmnty Choice Fing A Ccedev 10/56 Adjustable Var (1.0%), California St Muni Fin Auth Mf Hsg Rev 4.45%, Due 12/01/2042 (1.0%), Los Angeles Housing Authority,4.5,2059-12-01 (1.0%). Go to all MBCAX holdings, MBCAX sectors, or MBCAX dividends.

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