MBPAX Mutual Fund

MBPAX Mutual Fund (MFS Pennsylvania Municipal Bond Fund Class B) is managed by MFS Investment Management with $51,909.09 in net assets. MBPAX expense ratio is 1.46%, holding 243 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 1993-09-07.

MBPAX performance shows a YTD return of 0.46%. The 1-year return is 5.80% and the 5-year return is -0.45%. MBPAX dividend yield stands at 2.53%, paid monthly.

MBPAX top holdings include Indiana County Industrial Development Authority, Pennsylvania, Revenue Bonds, Foundation for Indiana University of Pennsylvania Project, Refunding Ser (1.3%), Pennsylvania State University (The), Series 2022 A 5.25% 09/01/2052 (1.1%), S Estrn Pa Tran 5.25% 06/01/47 (1.1%), Philadelphia (City Of), Pa, Series 2025, Rb (1.1%), Bucks County Water And Sewer Authority, Pennsylvania, Sewer System Revenue Bonds, Series 2022A (1.0%). Go to all MBPAX holdings, MBPAX sectors, or MBPAX dividends.

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