MIVAX Mutual Fund

MIVAX Mutual Fund (MFS Virginia Municipal Bond Fund Class I) is managed by MFS Investment Management with $105.3M in net assets. MIVAX expense ratio is 0.58%, holding 234 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2016-04-01.

MIVAX performance shows a YTD return of 0.43%. The 1-year return is 6.48% and the 5-year return is 0.30%. MIVAX dividend yield stands at 3.25%, paid monthly.

MIVAX top holdings include Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/2058 (1.7%), Mfs Institutional Money Market Portfolio (1.5%), Washington D C Met Area Tran A 5% Jul 15, 2045 (1.5%), Virginia College Building Authority, Series 2022A (1.3%), Isle Of Wight County Economic Development Authority, Series 2023 (1.2%). Go to all MIVAX holdings, MIVAX sectors, or MIVAX dividends.

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