MFWVX Mutual Fund

MFWVX Mutual Fund (MFS West Virginia Municipal Bond Fund A) is managed by MFS Investment Management with $55.9M in net assets. MFWVX expense ratio is 0.87%, holding 124 positions across sectors including Financials, Health Care, Utilities. Inception date: 1984-10-31.

MFWVX performance shows a YTD return of 0.70%. The 1-year return is 6.89% and the 5-year return is 0.35%. MFWVX dividend yield stands at 2.97%, paid monthly.

MFWVX top holdings include West Virginia (State Of) (Bidding Group 2), Series 2019 A, Go Bonds 5 06/01/2044 (2.4%), West Virginia State University Rev. (2.4%), Morgantown Utility Board, Inc. (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%). Go to all MFWVX holdings, MFWVX sectors, or MFWVX dividends.

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