MGATX Mutual Fund
MGATX Mutual Fund
MGATX Mutual Fund
MFS Georgia Municipal Bond Fund Class I
MGATX Mutual Fund Overview
MGATX Mutual Fund (MFS Georgia Municipal Bond Fund Class I) is managed by MFS Investment Management with $27.0M in net assets. MGATX expense ratio is 0.65%, holding 218 positions across various sectors. Inception date: 2016-04-01.
MGATX performance shows a YTD return of -1.25%. The 1-year return is -1.00% and the 5-year return is 0.29%. MGATX dividend yield stands at 3.33%, paid monthly.
MGATX top holdings include Mfs Institutional Money Market Short Term Vehicle Frb (3.1%), Cash & Cash Equivalents (2.3%), Georgia Housing & Finance Authority Ga Non Amt Non Ace-Sf 3.850 Dec 01 41 3.85 2041-12-01 (1.0%), Georgia Housing & Finance Authority Ga Ser A 6.250 Dec 01 56 6.25 2056-12-01 (0.8%), Atlanta Urban Residential Finance Authority Ga Connell Commons-Ser A Fnma 4.750 May 01 43 4.75 2043-05-01 (0.8%). Go to all MGATX holdings, MGATX sectors, or MGATX dividends.
MGATX can be compared against other funds. Use MGATX overlap to find shared positions, or MGATX vs another fund for a side-by-side view. MGATX alternatives are available via the screener, along with tax-loss harvesting opportunities.