MIUIX Mutual Fund

MIUIX Mutual Fund (MFS Municipal Intermediate Fund Class I) is managed by MFS Investment Management with $160.0M in net assets. MIUIX expense ratio is 0.45%, holding 661 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2021-05-18.

MIUIX performance shows a YTD return of 0.31%. The 1-year return is 4.91% and the 5-year return is 1.28%. MIUIX dividend yield stands at 3.43%, paid monthly.

MIUIX 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 MIUIX holdings, MIUIX sectors, or MIUIX dividends.

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