MFS California Municipal Bond FundMCCAX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$788.1M
Expense ratio
1.55%
1-year return
+2.7%
3 years, a year
+2.2%
5 years, a year
-0.4%
Holdings
435
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 California, but also considering capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MFS Institutional Money Market Portfolio | 4.21% |
| California Community Choice Financing Authority | 1.19% |
| California Community Choice Financing Authority | 1.02% |
| Los Angeles Housing Authority | 1.00% |
| California Municipal Finance Authority | 1.00% |
| Oakland Unified School District/Alameda County | 0.93% |
| Inglewood Joint Powers Authority | 0.80% |
| Fnma | 0.75% |
| California Health Facilities Financing Authority | 0.73% |
| California Community Choice Financing Authority | 0.69% |
More on MCCAX.
- MCCAX overview
- MCCAX holdings
- MCCAX risk
- MCCAX costs
- MCCAX money in and out
- MCCAX share classes
- Compare MCCAX 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.