MTALX Mutual Fund

MTALX Mutual Fund (MFS Massachusetts Municipal Bond Fund Class I) is managed by MFS Investment Management with $201.1M in net assets. MTALX expense ratio is 0.57%, holding 269 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2016-04-01.

MTALX performance shows a YTD return of 0.56%. The 1-year return is 5.28% and the 5-year return is 0.38%. MTALX dividend yield stands at 3.60%, paid monthly.

MTALX top holdings include Mfs Institutional Money Market Portfolio (2.6%), Massachusetts School Building Authority Ma Subordinate-Sustainable Bond-S 5.000 Feb 15 50 (1.5%), Massachusetts Development Finance Agency Ma Ref-Wellesley College-Ser N 5.000 Jul 01 42 (1.3%), Commonwealth Of Massachusetts Trans Fund Revenue Ma Rail Enhancement Program-Cmwlt 5.000 Jun 01 48 (1.3%), Cash & Cash Equivalents (1.3%). 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.