MGATX Mutual Fund

MGATX Mutual Fund (MFS Georgia Municipal Bond Fund Class I) is managed by MFS Investment Management with $29.5M in net assets. MGATX expense ratio is 0.65%, holding 198 positions across sectors including Utilities, Financials, Real Estate. Inception date: 2016-04-01.

MGATX performance shows a YTD return of 2.85%. The 1-year return is 8.35% and the 5-year return is 0.98%. MGATX dividend yield stands at 3.13%, paid monthly.

MGATX top holdings include Mfs Institutional Money Market Portfolio (4.6%), Georgia St Hsg & Fin Auth Single Fam Mtg Bds 2013a (1.1%), Atlanta Urban Residential Finance Authority 4.75 2043-05-01 (0.9%), Met Atlanta Rapid 5% 07/01/39 (0.9%), Cobb-Marietta Coliseum & Exhibit Hall Authority 5.5% 10/01/2050 (0.9%). View all MGATX holdings, sector breakdown, or dividend history.

MGATX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MGATX alternatives are available via the screener, along with tax-loss harvesting opportunities.