MPOAX Mutual Fund

MPOAX Mutual Fund (MFS California Municipal Bond Fund Class R6) is managed by MFS Investment Management with $125.7M in net assets. MPOAX expense ratio is 0.50%, holding 435 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 2017-08-01.

MPOAX performance shows a YTD return of 0.86%. The 1-year return is 7.09% and the 5-year return is 0.07%. MPOAX dividend yield stands at 3.48%, paid monthly.

MPOAX top holdings include Mfs Institutional Money Market Portfolio (4.2%), California Community Choice Financ 5% Oct 01, 2032 (1.2%), California Cmnty Choice Fing A Ccedev 10/56 Adjustable Var (1.0%), California St Muni Fin Auth Mf Hsg Rev 4.45%, Due 12/01/2042 (1.0%), Los Angeles Housing Authority,4.5,2059-12-01 (1.0%). Go to all MPOAX holdings, MPOAX sectors, or MPOAX dividends.

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