MBMAX Mutual Fund

MBMAX Mutual Fund (MFS Massachusetts Municipal Bond Fund Class B) is managed by MFS Investment Management with $43,411.25 in net assets. MBMAX expense ratio is 1.57%, holding 269 positions across sectors including Financials, Utilities, Health Care. Inception date: 1993-09-07.

MBMAX performance shows a YTD return of 0.39%. The 1-year return is 5.49% and the 5-year return is -0.61%. MBMAX dividend yield stands at 2.32%, paid monthly.

MBMAX top holdings include Mfs Institutional Money Market Portfolio (1.7%), Massachusetts St Dev Fin Agy R 5% Jul 01, 2042 (1.4%), Commonwealth Of Massachusetts Transportation Fund, Series 2025A (1.3%), Massachusetts Development Finance Agency (1.2%), Massachusetts Clean Water Trust/The 5% 02/01/2048 (1.0%). Go to all MBMAX holdings, MBMAX sectors, or MBMAX dividends.

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