MPMAX Mutual Fund

MPMAX Mutual Fund (MFS Massachusetts Municipal Bond Fund Class R6) is managed by MFS Investment Management with $12.8M in net assets. MPMAX expense ratio is 0.50%, holding 269 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2017-08-01.

MPMAX performance shows a YTD return of 0.73%. The 1-year return is 5.36% and the 5-year return is 0.41%. MPMAX dividend yield stands at 3.68%, paid monthly.

MPMAX top holdings include Mfs Institutional Money Market Portfolio (2.6%), Massachusetts School Building Authority Ma Subordinate-Sustainable Bond-S 5.000 Feb 15 50 (1.5%), Massachusetts Development Finance Agency Ma Ref-Wellesley College-Ser N 5.000 Jul 01 42 (1.3%), Commonwealth Of Massachusetts Trans Fund Revenue Ma Rail Enhancement Program-Cmwlt 5.000 Jun 01 48 (1.3%), Cash & Cash Equivalents (1.3%). 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.