MIURX Mutual Fund

MIURX Mutual Fund (MFS Municipal Intermediate Fund Class R6) is managed by MFS Investment Management with $52.4M in net assets. MIURX expense ratio is 0.38%, holding 661 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2021-05-18.

MIURX performance shows a YTD return of 0.46%. The 1-year return is 5.09% and the 5-year return is 1.34%. MIURX dividend yield stands at 3.50%, paid monthly.

MIURX 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 MIURX holdings, MIURX sectors, or MIURX dividends.

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