MFALX Mutual Fund

MFALX Mutual Fund (MFS Alabama Municipal Bond Fund Class A) is managed by MFS Investment Management with $44.6M in net assets. MFALX expense ratio is 0.91%, holding 150 positions across sectors including Financials, Utilities, Health Care. Inception date: 1990-02-01.

MFALX performance shows a YTD return of -1.53%. The 1-year return is -1.30% and the 5-year return is -0.17%. MFALX dividend yield stands at 3.11%, paid monthly.

MFALX top holdings include Alabama Building Renovation Finance Authority Al Ser A 5.000 Aug 01 46 2046-08-01 (2.2%), Baldwin County Public Building Authority Al Warrants-Jail Project 4.375 Mar 01 46 (1.7%), Irondale Public Building Authority, Series 2024 5 2044-10-01 (1.6%), Jefferson Cnty Al Swr Revenue 5.5 10-01-2053 (1.6%), Kentucky (State Of) Public Energy Authority, Series 2022 A-1, Vrd Rb (1.5%). Go to all MFALX holdings, MFALX sectors, or MFALX dividends.

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