MFS Alabama Municipal Bond FundMFALX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$70.6M
Expense ratio
0.90%
1-year return
+3.9%
3 years, a year
+2.8%
5 years, a year
+0.3%
Holdings
156
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 Alabama, but also considering capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MFS Institutional Money Market Portfolio | 2.30% |
| Auburn University | 2.15% |
| Baldwin County Public Building Authority | 1.69% |
| Irondale Public Building Authority | 1.49% |
| County of Jefferson AL Sewer Revenue | 1.47% |
| City of Oxford AL | 1.44% |
| State of Alabama Docks Department | 1.44% |
| Kentucky Public Energy Authority | 1.43% |
| Cherokee County Board of Education AL | 1.43% |
| Special Care Facilities Financing Authority of the City of Pell City Alabama | 1.41% |
More on MFALX.
- MFALX overview
- MFALX holdings
- MFALX risk
- MFALX costs
- MFALX money in and out
- MFALX share classes
- Compare MFALX 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.