MPALX Mutual Fund

MPALX Mutual Fund (MFS Pennsylvania Municipal Bond Fund Class I) is managed by MFS Investment Management with $54.2M in net assets. MPALX expense ratio is 0.61%, holding 250 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 2016-04-01.

MPALX performance shows a YTD return of -4.09%. The 1-year return is -2.48% and the 5-year return is -0.37%. MPALX dividend yield stands at 3.45%, paid monthly.

MPALX top holdings include Currency Cash Cash_USD (1.6%), Indiana County Industrial Development Authority, Pennsylvania, Revenue Bonds, Foundation for Indiana University of Pennsylvania Project, Refunding Ser (1.2%), S Estrn Pa Tran 5.25% 06/01/47 (1.1%), Pennsylvania State University/The 5.25 09/01/2052 (1.1%), Cornwall Lebanon School District Pa St Aid Withhldg 5.000 Feb 15 51 (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.