MBMAX Mutual Fund
MBMAX Mutual Fund
MFS Massachusetts Municipal Bond Fund Class B
MBMAX Mutual Fund Overview
MBMAX Mutual Fund (MFS Massachusetts Municipal Bond Fund Class B) is managed by MFS Investment Management with $43,101.1 in net assets. MBMAX expense ratio is 1.57%, holding 269 positions across sectors including Other, Financials, Utilities. Inception date: 1993-09-07.
MBMAX performance shows a YTD return of 2.35%. The 1-year return is 6.59% and the 5-year return is -0.08%. MBMAX dividend yield stands at 2.28%, 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%). View all MBMAX holdings, sector breakdown, or dividend history.
MBMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MBMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.