MIUAX Mutual Fund

MIUAX Mutual Fund (MFS Municipal Intermediate Fund Class A) is managed by MFS Investment Management with $240.1M 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 1.94%. The 1-year return is 6.35% and the 5-year return is 1.50%. MIUAX dividend yield stands at 3.15%, 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%). View all MIUAX holdings, sector breakdown, or dividend history.

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