MBWVX Mutual Fund
MBWVX Mutual Fund
MBWVX Mutual Fund
MFS West Virginia Municipal Bond Fund Class B
MBWVX Mutual Fund Overview
MBWVX Mutual Fund (MFS West Virginia Municipal Bond Fund Class B) is managed by MFS Investment Management with $52,877.35 in net assets. MBWVX expense ratio is 1.62%, holding 138 positions across sectors including Financials, Health Care, Utilities. Inception date: 1993-09-07.
MBWVX performance shows a YTD return of -1.98%. The 1-year return is -1.97% and the 5-year return is -0.57%. MBWVX dividend yield stands at 2.39%, paid monthly.
MBWVX top holdings include Morgantown Utility Board Inc 5 2043-12-01 (2.7%), State Of West Virginia 5.0% 06/01/2044 (2.6%), West Virginia State University Rev. (2.6%), West Virginia Hospital Finance Authority 4.0% 06/01/2051 (2.4%), Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/2058 (2.1%). Go to all MBWVX holdings, MBWVX sectors, or MBWVX dividends.
MBWVX can be compared against other funds. Use MBWVX overlap to find shared positions, or MBWVX vs another fund for a side-by-side view. MBWVX alternatives are available via the screener, along with tax-loss harvesting opportunities.