MWVIX Mutual Fund

MWVIX Mutual Fund (MFS West Virginia Municipal Bond Fund Class I) is managed by MFS Investment Management with $19.1M in net assets. MWVIX expense ratio is 0.62%, holding 124 positions across sectors including Financials, Health Care, Utilities. Inception date: 2016-04-01.

MWVIX performance shows a YTD return of 0.80%. The 1-year return is 7.04% and the 5-year return is 0.60%. MWVIX dividend yield stands at 3.20%, paid monthly.

MWVIX top holdings include West Virginia (State Of) (Bidding Group 2), Series 2019 A, Go Bonds 5 06/01/2044 (2.4%), Morgantown Utility Board, Inc. (2.4%), West Virginia State University Rev. (2.4%), 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.