MFWVX Mutual Fund
MFWVX Mutual Fund
MFS West Virginia Municipal Bond Fund A
MFWVX Mutual Fund Overview
MFWVX Mutual Fund (MFS West Virginia Municipal Bond Fund A) is managed by MFS Investment Management with $57.2M in net assets. MFWVX expense ratio is 0.87%, holding 124 positions across sectors including Other, Financials, Health Care. Inception date: 1984-10-31.
MFWVX performance shows a YTD return of 2.51%. The 1-year return is 7.68% and the 5-year return is 0.84%. MFWVX dividend yield stands at 2.90%, paid monthly.
MFWVX top holdings include West Virginia (State Of) (Bidding Group 2), Series 2019 A, Go Bonds 5 06/01/2044 (2.4%), Morgantown Utility Board, Inc. (2.4%), West Virginia State University Rev. (2.4%), West Virginia Hospital Finance Authority 4.0% 06/01/2051 (2.4%), Puerto Rico Sales Tax Fing Corp Sales Tax Revenue 07/01/2058 (2.1%). View all MFWVX holdings, sector breakdown, or dividend history.
MFWVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MFWVX alternatives are available via the screener, along with tax-loss harvesting opportunities.