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 $52,917.9 in net assets. MBWVX expense ratio is 1.62%, holding 124 positions across sectors including Financials, Health Care, Utilities. Inception date: 1993-09-07.
MBWVX performance shows a YTD return of 0.26%. The 1-year return is 6.10% and the 5-year return is -0.42%. MBWVX dividend yield stands at 2.28%, paid monthly.
MBWVX top holdings include West Virginia (State Of) (Bidding Group 2), Series 2019 A, Go Bonds 5 06/01/2044 (2.4%), Morgantown Utility Board, Inc. (2.4%), West Virginia State University Rev. (2.4%), West Virginia Hospital Finance Authority 4.0% 06/01/2051 (2.4%), Puerto Rico Sales Tax Fing Corp Sales Tax Revenue 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.