MIVAX Mutual Fund

MIVAX Mutual Fund (MFS Virginia Municipal Bond Fund Class I) is managed by MFS Investment Management with $97.0M in net assets. MIVAX expense ratio is 0.58%, holding 230 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2016-04-01.

MIVAX performance shows a YTD return of 0.06%. The 1-year return is 5.15% and the 5-year return is 0.24%. MIVAX dividend yield stands at 3.60%, paid monthly.

MIVAX top holdings include Mfs Institutional Money Market Portfolio (1.7%), Cash & Cash Equivalents (1.6%), Washington Metropolitan Area Transit Authority Dedicated Revenue Dc Ser A 5.000 Jul 15 45 (1.5%), Pr Sales Tax Financing Corp Sales Tax Revenue Pr Restructured-Ser A-1 5.000 Jul 01 58 (1.4%), Hampton Roads Transportation Accountability Commission, Series 2024A (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.