MBCAX Mutual Fund

MBCAX Mutual Fund (MFS California Municipal Bond Fund Class B) is managed by MFS Investment Management with $57,880.79 in net assets. MBCAX expense ratio is 1.41%, holding 428 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 1993-09-07.

MBCAX performance shows a YTD return of -5.37%. The 1-year return is -4.00% and the 5-year return is -1.64%. MBCAX dividend yield stands at 2.75%, paid monthly.

MBCAX top holdings include California St Muni Fin Auth Mf Casmfh 12/43 Fixed 4.4 4.4 12/01/2043 (1.2%), California Cmnty Choice Fing A Ccedev 10/56 Adjustable Var (1.0%), California Mun Fin Auth Ctfs Partn 5.25% 5.25 06/01/2055 (1.0%), Los Angeles Housing Authority, Series 2024A 4.5 2059-12-01 (1.0%), Oakland Unified School District/Alameda County 5.25 08/01/2048 (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.