MPWVX Mutual Fund

MPWVX Mutual Fund (MFS West Virginia Municipal Bond Fund Class R6) is managed by MFS Investment Management with $5.7M in net assets. MPWVX expense ratio is 0.55%, holding 141 positions across sectors including Financials, Health Care, Real Estate. Inception date: 2017-08-01.

MPWVX performance shows a YTD return of 0.58%. The 1-year return is 5.90% and the 5-year return is 0.63%. MPWVX dividend yield stands at 3.61%, paid monthly.

MPWVX top holdings include State Of West Virginia 5.0% 06/01/2044 (2.5%), West Virginia State University Rev. (2.5%), Morgantown Utility Board Inc Wv Ser B 5.000 Dec 01 43 (2.5%), West Virginia Hospital Finance Authority 4.0% 06/01/2051 (2.4%), Mfs Institutional Money Market Portfolio (2.2%). 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.