MIUAX Mutual Fund

MIUAX Mutual Fund (MFS Municipal Intermediate Fund Class A) is managed by MFS Investment Management with $236.2M in net assets. MIUAX expense ratio is 0.70%, holding 661 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2021-05-18.

MIUAX performance shows a YTD return of 0.28%. The 1-year return is 4.77% and the 5-year return is 1.07%. MIUAX dividend yield stands at 3.21%, paid monthly.

MIUAX top holdings include Mfs Institutional Money Market Portfolio (1.6%), Central Texas Regional Mobility Authority, Revenue Bonds, Senior Lien Series 2020a (0.6%), Black Belt Energy Gas Dist Ala Gas Proj Rev Bds 12/01/2034 (0.5%), Massachuset Rev 5% 7/1/2041 0.05 2041-07-01 (0.5%), California Community Choice Financing Authority 5 01/01/2056 (0.5%). Go to all MIUAX holdings, MIUAX sectors, or MIUAX dividends.

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