MCFTX Mutual Fund

MCFTX Mutual Fund (MFS California Municipal Bond Fund Class A) is managed by MFS Investment Management with $454.4M in net assets. MCFTX expense ratio is 0.66%, holding 428 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 1985-06-18.

MCFTX performance shows a YTD return of -1.49%. The 1-year return is -1.26% and the 5-year return is -0.13%. MCFTX dividend yield stands at 3.46%, paid monthly.

MCFTX top holdings include California St Muni Fin Auth Mf Casmfh 12/43 Fixed 4.4 4.4 12/01/2043 (1.2%), California Mun Fin Auth Ctfs Partn 5.25% 5.25 06/01/2055 (1.0%), California Cmnty Choice Fing A Ccedev 10/56 Adjustable Var (1.0%), Los Angeles Housing Authority, Series 2024A 4.5 2059-12-01 (1.0%), Oakland Unified School District/Alameda County 5.25 08/01/2048 (1.0%). Go to all MCFTX holdings, MCFTX sectors, or MCFTX dividends.

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