MPALX Mutual Fund

MPALX Mutual Fund (MFS Pennsylvania Municipal Bond Fund Class I) is managed by MFS Investment Management with $56.6M in net assets. MPALX expense ratio is 0.61%, holding 249 positions across sectors including Utilities, Financials, Consumer Discretionary. Inception date: 2016-04-01.

MPALX performance shows a YTD return of 0.54%. The 1-year return is 5.32% and the 5-year return is 0.40%. MPALX dividend yield stands at 3.68%, paid monthly.

MPALX top holdings include Mfs Institutional Money Market Portfolio (1.8%), Cash & Cash Equivalents (1.8%), Indiana County Industrial Development Auth Pa Ref-The Foundation For In Univ Bam 4.000 May 01 54 (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%). 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.