MFPAX Mutual Fund

MFPAX Mutual Fund (MFS Pennsylvania Municipal Bond Fund Class A) is managed by MFS Investment Management with $107.5M in net assets. MFPAX expense ratio is 0.71%, holding 250 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 1993-02-01.

MFPAX performance shows a YTD return of -0.94%. The 1-year return is -0.67% and the 5-year return is 0.22%. MFPAX dividend yield stands at 3.35%, paid monthly.

MFPAX top holdings include Currency Cash Cash_USD (1.6%), Indiana County Industrial Development Authority, Pennsylvania, Revenue Bonds, Foundation for Indiana University of Pennsylvania Project, Refunding Ser (1.2%), S Estrn Pa Tran 5.25% 06/01/47 (1.1%), Pennsylvania State University/The 5.25 09/01/2052 (1.1%), Cornwall Lebanon School District Pa St Aid Withhldg 5.000 Feb 15 51 (1.0%). Go to all MFPAX holdings, MFPAX sectors, or MFPAX dividends.

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