MPMAX Mutual Fund

MPMAX Mutual Fund (MFS Massachusetts Municipal Bond Fund Class R6) is managed by MFS Investment Management with $13.4M in net assets. MPMAX expense ratio is 0.50%, holding 269 positions across sectors including Financials, Utilities, Health Care. Inception date: 2017-08-01.

MPMAX performance shows a YTD return of 0.97%. The 1-year return is 6.56% and the 5-year return is 0.45%. MPMAX dividend yield stands at 3.31%, paid monthly.

MPMAX top holdings include Mfs Institutional Money Market Portfolio (1.7%), Massachusetts St Dev Fin Agy R 5% Jul 01, 2042 (1.4%), Commonwealth Of Massachusetts Transportation Fund, Series 2025A (1.3%), Massachusetts Development Finance Agency (1.2%), Massachusetts Clean Water Trust/The 5% 02/01/2048 (1.0%). Go to all MPMAX holdings, MPMAX sectors, or MPMAX dividends.

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