MWVIX Mutual Fund
MWVIX Mutual Fund
MWVIX Mutual Fund
MFS West Virginia Municipal Bond Fund Class I
MWVIX Mutual Fund Overview
MWVIX Mutual Fund (MFS West Virginia Municipal Bond Fund Class I) is managed by MFS Investment Management with $18.1M in net assets. MWVIX expense ratio is 0.62%, holding 138 positions across sectors including Financials, Health Care, Utilities. Inception date: 2016-04-01.
MWVIX performance shows a YTD return of -1.21%. The 1-year return is -0.97% and the 5-year return is 0.43%. MWVIX dividend yield stands at 3.33%, paid monthly.
MWVIX top holdings include Morgantown Utility Board Inc 5 2043-12-01 (2.7%), State Of West Virginia 5.0% 06/01/2044 (2.6%), West Virginia State University Rev. (2.6%), West Virginia Hospital Finance Authority 4.0% 06/01/2051 (2.4%), Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/2058 (2.1%). Go to all MWVIX holdings, MWVIX sectors, or MWVIX dividends.
MWVIX can be compared against other funds. Use MWVIX overlap to find shared positions, or MWVIX vs another fund for a side-by-side view. MWVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.