MCAVX Mutual Fund

MCAVX Mutual Fund (MFS California Municipal Bond Fund Class I) is managed by MFS Investment Management with $194.5M in net assets. MCAVX expense ratio is 0.56%, holding 435 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 2016-04-01.

MCAVX performance shows a YTD return of 0.70%. The 1-year return is 6.90% and the 5-year return is 0.04%. MCAVX dividend yield stands at 3.42%, paid monthly.

MCAVX top holdings include Mfs Institutional Money Market Portfolio (4.2%), California Community Choice Financ 5% Oct 01, 2032 (1.2%), California Cmnty Choice Fing Auth Clean Energ 0 10/01/2056 (1.0%), California St Muni Fin Auth Mf Hsg Rev 4.45%, Due 12/01/2042 (1.0%), Los Angeles Housing Authority,4.5,2059-12-01 (1.0%). Go to all MCAVX holdings, MCAVX sectors, or MCAVX dividends.

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