MTALX Mutual Fund

MTALX Mutual Fund (MFS Massachusetts Municipal Bond Fund Class I) is managed by MFS Investment Management with $205.7M in net assets. MTALX expense ratio is 0.57%, holding 267 positions across sectors including Financials, Utilities, Health Care. Inception date: 2016-04-01.

MTALX performance shows a YTD return of -1.19%. The 1-year return is -0.73% and the 5-year return is 0.29%. MTALX dividend yield stands at 3.39%, paid monthly.

MTALX top holdings include Currency Cash Cash_USD (6.0%), Massachusetts School Building Authority 5 02/15/2050 (1.4%), Massachusetts Development Finance Agency 5 07/01/2042 (1.3%), Commonwealth Of Massachusetts Transportation Fund, Series 2025A (1.2%), Massachusetts Development Finance Agency (1.2%). 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.