MTSCX Mutual Fund

MTSCX Mutual Fund (MFS South Carolina Municipal Bond Fund Class I) is managed by MFS Investment Management with $81.7M in net assets. MTSCX expense ratio is 0.61%, holding 227 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2016-04-01.

MTSCX performance shows a YTD return of -1.26%. The 1-year return is -1.08% and the 5-year return is 0.13%. MTSCX dividend yield stands at 3.58%, paid monthly.

MTSCX top holdings include Currency Cash Cash_USD (2.0%), Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/2058 (1.4%), Beaufort-Jasper Water & Sewer Authority, Series 2025A 4 2050-03-01 (1.4%), Spartanburg County School District No 4/Sc 5.25 03/01/2052 (1.3%), South Carolina Ports Authority (1.2%). 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.