MFSCX Mutual Fund

MFSCX Mutual Fund (MFS South Carolina Municipal Bond Fund Class A) is managed by MFS Investment Management with $151.0M in net assets. MFSCX expense ratio is 0.86%, holding 220 positions across sectors including Financials, Real Estate, Utilities. Inception date: 1984-10-31.

MFSCX performance shows a YTD return of 0.75%. The 1-year return is 6.77% and the 5-year return is 0.02%. MFSCX dividend yield stands at 3.23%, paid monthly.

MFSCX top holdings include Mfs Institutional Money Market Portfolio (4.0%), Beaufort-Jasper Water & Sewer Authority, Series 2025A 4 2050-03-01 (1.6%), Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/2058 (1.4%), Spartanburg County School District No 4/Sc (1.3%), South Carolina Ports Authority (1.3%). Go to all MFSCX holdings, MFSCX sectors, or MFSCX dividends.

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