MBCAX Mutual Fund
MBCAX Mutual Fund
MFS California Municipal Bond Fund Class B
MBCAX Mutual Fund Overview
MBCAX Mutual Fund (MFS California Municipal Bond Fund Class B) is managed by MFS Investment Management with $74,708.78 in net assets. MBCAX expense ratio is 1.40%, holding 435 positions across sectors including Other, Financials, Utilities. Inception date: 1993-09-07.
MBCAX performance shows a YTD return of 2.71%. The 1-year return is 7.49% and the 5-year return is -0.10%. MBCAX dividend yield stands at 2.57%, 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 Auth Clean Energ 0 10/01/2056 (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%). View all MBCAX holdings, sector breakdown, or dividend history.
MBCAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MBCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.