MCFTX Mutual Fund

MCFTX Mutual Fund (MFS California Municipal Bond Fund Class A) is managed by MFS Investment Management with $481.9M in net assets. MCFTX expense ratio is 0.66%, holding 435 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 1985-06-18.

MCFTX performance shows a YTD return of 0.64%. The 1-year return is 6.80% and the 5-year return is -0.06%. MCFTX dividend yield stands at 3.33%, paid monthly.

MCFTX 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 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.