MCCAX Mutual Fund

MCCAX Mutual Fund (MFS California Municipal Bond Fund Class C) is managed by MFS Investment Management with $4.2M in net assets. MCCAX expense ratio is 1.56%, holding 447 positions across sectors including Financials, Consumer Discretionary, Utilities. Inception date: 1994-01-03.

MCCAX performance shows a YTD return of -0.36%. The 1-year return is 4.68% and the 5-year return is -0.94%. MCCAX dividend yield stands at 2.77%, paid monthly.

MCCAX top holdings include California St Muni Fin Auth Mf Casmfh 12/43 Fixed 4.4 4.4 12/01/2043 (1.2%), Mfs Institutional Money Market Portfolio (1.0%), California Mun Fin Auth Ctfs Partn 5.25% 5.25 06/01/2055 (1.0%), Los Angeles Housing Authority, Series 2024A 4.5 2059-12-01 (1.0%), California Community Choice Financing Authority Ca Sustainable Bonds-Clean Energy 5.000 Oct 01 56 (1.0%). Go to all MCCAX holdings, MCCAX sectors, or MCCAX dividends.

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