MBMSX Mutual Fund

MBMSX Mutual Fund (MFS Mississippi Municipal Bond Fund Class B) is managed by MFS Investment Management with $53,397.81 in net assets. MBMSX expense ratio is 1.41%, holding 124 positions across sectors including Financials, Utilities, Real Estate. Inception date: 1993-09-07.

MBMSX performance shows a YTD return of 0.24%. The 1-year return is 6.09% and the 5-year return is -0.56%. MBMSX dividend yield stands at 2.59%, paid monthly.

MBMSX top holdings include Jackson County Utility Authority (3.2%), Mississippi Development Bank 2050-07-01 (2.2%), Mfs Institutional Money Market Portfolio (2.1%), Medical Center Educational Building Corp (2.0%), Medical Center Educational Building Corp. (the University of Mississippi Medical Center New Facilities And Refinancing), Series 2017 A, Ref. Rb (2.0%). Go to all MBMSX holdings, MBMSX sectors, or MBMSX dividends.

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