MPWVX Mutual Fund
MPWVX Mutual Fund
MPWVX Mutual Fund
MFS West Virginia Municipal Bond Fund Class R6
MPWVX Mutual Fund Overview
MPWVX Mutual Fund (MFS West Virginia Municipal Bond Fund Class R6) is managed by MFS Investment Management with $5.8M in net assets. MPWVX expense ratio is 0.55%, holding 138 positions across sectors including Financials, Health Care, Utilities. Inception date: 2017-08-01.
MPWVX performance shows a YTD return of -1.16%. The 1-year return is -0.91% and the 5-year return is 0.50%. MPWVX dividend yield stands at 3.39%, paid monthly.
MPWVX top holdings include Morgantown Utility Board Inc 5 2043-12-01 (2.7%), State Of West Virginia 5.0% 06/01/2044 (2.6%), West Virginia State University Rev. (2.6%), West Virginia Hospital Finance Authority 4.0% 06/01/2051 (2.4%), Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/2058 (2.1%). Go to all MPWVX holdings, MPWVX sectors, or MPWVX dividends.
MPWVX can be compared against other funds. Use MPWVX overlap to find shared positions, or MPWVX vs another fund for a side-by-side view. MPWVX alternatives are available via the screener, along with tax-loss harvesting opportunities.