MTSCX Mutual Fund

MTSCX Mutual Fund (MFS South Carolina Municipal Bond Fund Class I) is managed by MFS Investment Management with $81.8M in net assets. MTSCX expense ratio is 0.61%, holding 220 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2016-04-01.

MTSCX performance shows a YTD return of 0.92%. The 1-year return is 6.94% and the 5-year return is 0.30%. MTSCX dividend yield stands at 3.45%, paid monthly.

MTSCX top holdings include Mfs Institutional Money Market Portfolio (4.0%), Beaufort-Jasper Water & Sewer Authority, Series 2025A 4 2050-03-01 (1.6%), Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/2058 (1.4%), Spartanburg County School District No 4/Sc (1.3%), South Carolina Ports Authority (1.3%). Go to all MTSCX holdings, MTSCX sectors, or MTSCX dividends.

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