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 $49,542.29 in net assets. MBWVX expense ratio is 1.62%, holding 141 positions across sectors including Financials, Health Care, Real Estate. Inception date: 1993-09-07.
MBWVX performance shows a YTD return of -0.11%. The 1-year return is 4.83% and the 5-year return is -0.39%. MBWVX dividend yield stands at 2.53%, paid monthly.
MBWVX top holdings include State Of West Virginia 5.0% 06/01/2044 (2.5%), West Virginia State University Rev. (2.5%), Morgantown Utility Board Inc Wv Ser B 5.000 Dec 01 43 (2.5%), West Virginia Hospital Finance Authority 4.0% 06/01/2051 (2.4%), Mfs Institutional Money Market Portfolio (2.2%). 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.