MMSTX Mutual Fund

MMSTX Mutual Fund (MFS Mississippi Municipal Bond Fund Class I) is managed by MFS Investment Management with $6.6M in net assets. MMSTX expense ratio is 0.66%, holding 124 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2016-04-01.

MMSTX performance shows a YTD return of 2.77%. The 1-year return is 7.94% and the 5-year return is 0.74%. MMSTX dividend yield stands at 3.20%, paid monthly.

MMSTX top holdings include Jackson County Utility Authority (3.2%), Mississippi Development Bank 2050-07-01 (2.2%), Mfs Institutional Money Market Portfolio (2.1%), Medical Center Educational Building Corp (2.0%), Medical Center Educational Building Corp. (the University of Mississippi Medical Center New Facilities And Refinancing), Series 2017 A, Ref. Rb (2.0%). View all MMSTX holdings, sector breakdown, or dividend history.

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