MBMSX Mutual Fund

MBMSX Mutual Fund (MFS Mississippi Municipal Bond Fund Class B) is managed by MFS Investment Management with $53,323.67 in net assets. MBMSX expense ratio is 1.41%, holding 133 positions across sectors including Financials, Utilities, Health Care. Inception date: 1993-09-07.

MBMSX performance shows a YTD return of -2.01%. The 1-year return is -1.77% and the 5-year return is -0.75%. MBMSX dividend yield stands at 2.65%, paid monthly.

MBMSX top holdings include Mississippi Home Corp Ms Ser A 4.650 Dec 01 54 (2.9%), Jackson County Utility Authority (2.6%), Mississippi Development Bank Ms Meridian Ms Combined Wtr & Swr 4.000 Jul 01 50 (2.2%), Medical Center Educational Building Corp (2.1%), Mississippi Development Bank (1.8%). 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.