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 $16.7M in net assets. MWVIX expense ratio is 0.62%, holding 141 positions across sectors including Financials, Health Care, Real Estate. Inception date: 2016-04-01.
MWVIX performance shows a YTD return of 0.54%. The 1-year return is 5.83% and the 5-year return is 0.61%. MWVIX dividend yield stands at 3.55%, paid monthly.
MWVIX top holdings include State Of West Virginia 5.0% 06/01/2044 (2.5%), West Virginia State University Rev. (2.5%), Morgantown Utility Board Inc Wv Ser B 5.000 Dec 01 43 (2.5%), West Virginia Hospital Finance Authority 4.0% 06/01/2051 (2.4%), Mfs Institutional Money Market Portfolio (2.2%). 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.