MFS North Carolina Municipal Bond FundMCNCX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$546.6M
Expense ratio
1.59%
1-year return
+2.9%
3 years, a year
+2.0%
5 years, a year
-0.2%
Holdings
304
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 North Carolina, but also considering capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MFS Institutional Money Market Portfolio | 2.92% |
| University of North Carolina at Chapel Hill | 1.19% |
| Greater Asheville Regional Airport Authority | 1.11% |
| Puerto Rico Sales Tax Financing Corp. Sales Tax Revenue | 1.10% |
| Water and Sewer Authority of Cabarrus County | 1.03% |
| City of Charlotte NC Water & Sewer System Revenue | 0.96% |
| Dallas Fort Worth International Airport | 0.96% |
| University of North Carolina at Chapel Hill | 0.95% |
| Greenville Utilities Commission | 0.95% |
| North Carolina Housing Finance Agency | 0.92% |
More on MCNCX.
- MCNCX overview
- MCNCX holdings
- MCNCX risk
- MCNCX costs
- MCNCX money in and out
- MCNCX share classes
- Compare MCNCX 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.