MBMAX Mutual Fund

MBMAX Mutual Fund (MFS Massachusetts Municipal Bond Fund Class B) is managed by MFS Investment Management with $39,739.66 in net assets. MBMAX expense ratio is 1.57%, holding 269 positions across sectors including Financials, Utilities, Real Estate. Inception date: 1993-09-07.

MBMAX performance shows a YTD return of -0.08%. The 1-year return is 4.24% and the 5-year return is -0.61%. MBMAX dividend yield stands at 2.59%, paid monthly.

MBMAX top holdings include Mfs Institutional Money Market Portfolio (2.6%), Massachusetts School Building Authority Ma Subordinate-Sustainable Bond-S 5.000 Feb 15 50 (1.5%), Massachusetts Development Finance Agency Ma Ref-Wellesley College-Ser N 5.000 Jul 01 42 (1.3%), Commonwealth Of Massachusetts Trans Fund Revenue Ma Rail Enhancement Program-Cmwlt 5.000 Jun 01 48 (1.3%), Cash & Cash Equivalents (1.3%). 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.