MFS Georgia Municipal Bond FundMBGAX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$124.4M
Expense ratio
1.65%
1-year return
+3.2%
3 years, a year
+2.0%
5 years, a year
-0.3%
Holdings
198
What it aims to do.
The funds investment objective is to seek total return with an emphasis on income exempt from U.S. federal income tax and personal income tax, if any, of Georgia, but also considering capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MFS Institutional Money Market Portfolio | 4.61% |
| Georgia Housing & Finance Authority | 1.12% |
| Atlanta Urban Residential Finance Authority | 0.89% |
| Metropolitan Atlanta Rapid Transit Authority | 0.88% |
| Cobb-Marietta Coliseum & Exhibit Hall Authority | 0.87% |
| Columbia County Hospital Authority/GA | 0.86% |
| Rome Building Authority | 0.86% |
| Municipal Electric Authority of Georgia | 0.85% |
| Rome Building Authority | 0.85% |
| Metropolitan Atlanta Rapid Transit Authority | 0.85% |
More on MBGAX.
- MBGAX overview
- MBGAX holdings
- MBGAX risk
- MBGAX costs
- MBGAX money in and out
- MBGAX share classes
- Compare MBGAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.