MNCLX Mutual Fund

MNCLX Mutual Fund (MFS North Carolina Municipal Bond Fund Class I) is managed by MFS Investment Management with $139.5M in net assets. MNCLX expense ratio is 0.59%, holding 312 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 2016-04-01.

MNCLX performance shows a YTD return of 0.25%. The 1-year return is 5.33% and the 5-year return is 0.42%. MNCLX dividend yield stands at 3.67%, paid monthly.

MNCLX top holdings include Mfs Institutional Money Market Portfolio (1.4%), University Of North Carolina At Chapel Hill Univ Of Nc Hosp At Chapel Hill 5.000 Feb 01 46 2046-02-01 (1.2%), Greater Asheville Regional Airport Authority Nc Amt Agm 5.250 Jul 01 53 (1.1%), Pr Sales Tax Financing Corp Sales Tax Revenue Pr Restructured-Ser A-1 5.000 Jul 01 58 (1.1%), Water And Sewer Authority Of Cabarrus County Nc 4.000 Jun 01 49 (1.0%). Go to all MNCLX holdings, MNCLX sectors, or MNCLX dividends.

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