MFWVX Mutual Fund

MFWVX Mutual Fund (MFS West Virginia Municipal Bond Fund A) is managed by MFS Investment Management with $52.1M in net assets. MFWVX expense ratio is 0.87%, holding 138 positions across sectors including Financials, Health Care, Utilities. Inception date: 1984-10-31.

MFWVX performance shows a YTD return of -1.43%. The 1-year return is -1.29% and the 5-year return is 0.18%. MFWVX dividend yield stands at 3.10%, paid monthly.

MFWVX top holdings include Morgantown Utility Board Inc 5 2043-12-01 (2.7%), State Of West Virginia 5.0% 06/01/2044 (2.6%), West Virginia State University Rev. (2.6%), West Virginia Hospital Finance Authority 4.0% 06/01/2051 (2.4%), Puerto Rico Sales Tax Financing Corp Sa 5.000 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.