MFSMX Mutual Fund

MFSMX Mutual Fund (MFS Maryland Municipal Bond Fund A) is managed by MFS Investment Management with $87.2M in net assets. MFSMX expense ratio is 0.86%, holding 210 positions across sectors including Financials, Real Estate, Health Care. Inception date: 1984-10-31.

MFSMX performance shows a YTD return of 0.30%. The 1-year return is 5.98% and the 5-year return is 0.23%. MFSMX dividend yield stands at 3.00%, paid monthly.

MFSMX top holdings include Mfs Institutional Money Market Portfolio (3.0%), Maryland Economic Development Corporation, Maryland, Lease Revenue Bonds, Reservoir Square Project, Series 2024 5 07/01/2056 (1.3%), County Of Montgomery Md 4.50000105 11-01-2037 (1.2%), Maryland Stadium Authority, Lease Revenue Bonds, Baltimore City Public Schools Construction & Revitalization Program, Series 2018a (1.2%), Puerto Rico Sales Tax Fing Corp Sales Tax Revenue 07/01/2058 (1.1%). Go to all MFSMX holdings, MFSMX sectors, or MFSMX dividends.

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