MBSCX Mutual Fund

MBSCX Mutual Fund (MFS South Carolina Municipal Bond Fund Class B) is managed by MFS Investment Management with $53,343.17 in net assets. MBSCX expense ratio is 1.61%, holding 227 positions across sectors including Financials, Utilities, Real Estate. Inception date: 1993-09-07.

MBSCX performance shows a YTD return of -5.36%. The 1-year return is -3.92% and the 5-year return is -1.58%. MBSCX dividend yield stands at 2.63%, paid monthly.

MBSCX top holdings include Currency Cash Cash_USD (2.0%), Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/2058 (1.4%), Beaufort-Jasper Water & Sewer Authority, Series 2025A 4 2050-03-01 (1.4%), Spartanburg County School District No 4/Sc 5.25 03/01/2052 (1.3%), South Carolina Ports Authority (1.2%). Go to all MBSCX holdings, MBSCX sectors, or MBSCX dividends.

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