MTALX Mutual Fund
MTALX Mutual Fund
MFS Massachusetts Municipal Bond Fund Class I
MTALX Mutual Fund Overview
MTALX Mutual Fund (MFS Massachusetts Municipal Bond Fund Class I) is managed by MFS Investment Management with $215.4M in net assets. MTALX expense ratio is 0.57%, holding 269 positions across sectors including Other, Financials, Utilities. Inception date: 2016-04-01.
MTALX performance shows a YTD return of 2.78%. The 1-year return is 7.64% and the 5-year return is 0.91%. MTALX dividend yield stands at 3.17%, 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%). View all MTALX holdings, sector breakdown, or dividend history.
MTALX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MTALX alternatives are available via the screener, along with tax-loss harvesting opportunities.