MFS Mississippi Municipal Bond FundMBMSX

MUTUAL FUNDMFS
Type
Mutual fund
Peer group
Municipal bond
Net assets
$61.6M
Expense ratio
1.41%
1-year return
+3.6%
3 years, a year
+2.0%
5 years, a year
-0.3%
Holdings
130

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 Mississippi, but also considering capital appreciation.

Top 10 holdings.

Holding% of fund
Jackson County Utility Authority3.25%
Mississippi Home Corp.2.74%
Mississippi Development Bank2.15%
Medical Center Educational Building Corp.2.05%
Medical Center Educational Building Corp.2.04%
Mississippi Development Bank1.80%
West Rankin Utility Authority1.69%
Mississippi Development Bank1.68%
Mississippi Development Bank1.68%
Mississippi Development Bank1.68%

More on MBMSX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.