MBPAX Mutual Fund

MBPAX Mutual Fund (MFS Pennsylvania Municipal Bond Fund Class B) is managed by MFS Investment Management with $44,980.74 in net assets. MBPAX expense ratio is 1.46%, holding 249 positions across sectors including Utilities, Financials, Consumer Discretionary. Inception date: 1993-09-07.

MBPAX performance shows a YTD return of 0.07%. The 1-year return is 4.57% and the 5-year return is -0.41%. MBPAX dividend yield stands at 2.81%, paid monthly.

MBPAX top holdings include Mfs Institutional Money Market Portfolio (1.8%), Cash & Cash Equivalents (1.8%), Indiana County Industrial Development Auth Pa Ref-The Foundation For In Univ Bam 4.000 May 01 54 (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%). 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.