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 $5.9M in net assets. MPWVX expense ratio is 0.55%, holding 124 positions across sectors including Other, Financials, Health Care. Inception date: 2017-08-01.
MPWVX performance shows a YTD return of 2.68%. The 1-year return is 8.02% and the 5-year return is 1.11%. MPWVX dividend yield stands at 3.19%, paid monthly.
MPWVX top holdings include West Virginia (State Of) (Bidding Group 2), Series 2019 A, Go Bonds 5 06/01/2044 (2.4%), Morgantown Utility Board, Inc. (2.4%), West Virginia State University Rev. (2.4%), West Virginia Hospital Finance Authority 4.0% 06/01/2051 (2.4%), Puerto Rico Sales Tax Fing Corp Sales Tax Revenue 07/01/2058 (2.1%). View all MPWVX holdings, sector breakdown, or dividend history.
MPWVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MPWVX alternatives are available via the screener, along with tax-loss harvesting opportunities.