MPALX Mutual Fund

MPALX Mutual Fund (MFS Pennsylvania Municipal Bond Fund Class I) is managed by MFS Investment Management with $55.8M in net assets. MPALX expense ratio is 0.61%, holding 243 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 2016-04-01.

MPALX performance shows a YTD return of 0.89%. The 1-year return is 6.61% and the 5-year return is 0.39%. MPALX dividend yield stands at 3.31%, paid monthly.

MPALX top holdings include Indiana County Industrial Development Authority, Pennsylvania, Revenue Bonds, Foundation for Indiana University of Pennsylvania Project, Refunding Ser (1.3%), Pennsylvania State University (The), Series 2022 A 5.25% 09/01/2052 (1.1%), S Estrn Pa Tran 5.25% 06/01/47 (1.1%), Philadelphia (City Of), Pa, Series 2025, Rb (1.1%), Bucks County Water And Sewer Authority, Pennsylvania, Sewer System Revenue Bonds, Series 2022A (1.0%). Go to all MPALX holdings, MPALX sectors, or MPALX dividends.

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