MTALX Mutual Fund

MTALX Mutual Fund (MFS Massachusetts Municipal Bond Fund Class I) is managed by MFS Investment Management with $215.1M in net assets. MTALX expense ratio is 0.57%, holding 269 positions across sectors including Financials, Utilities, Health Care. Inception date: 2016-04-01.

MTALX performance shows a YTD return of 0.93%. The 1-year return is 6.48% and the 5-year return is 0.37%. MTALX dividend yield stands at 3.24%, paid monthly.

MTALX top holdings include Mfs Institutional Money Market Portfolio (1.7%), Massachusetts St Dev Fin Agy R 5% Jul 01, 2042 (1.4%), Commonwealth Of Massachusetts Transportation Fund, Series 2025A (1.3%), Massachusetts Development Finance Agency (1.2%), Massachusetts Clean Water Trust/The 5% 02/01/2048 (1.0%). Go to all MTALX holdings, MTALX sectors, or MTALX dividends.

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