MFS Massachusetts Municipal Bond FundMFSSX

MUTUAL FUNDMFS
Type
Mutual fund
Peer group
Municipal bond
Net assets
$408.8M
Expense ratio
0.82%
1-year return
+3.6%
3 years, a year
+2.8%
5 years, a year
+0.5%
Holdings
269

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 Massachusetts, but also considering capital appreciation.

Top 10 holdings.

Holding% of fund
MFS Institutional Money Market Portfolio1.66%
Massachusetts Development Finance Agency1.35%
Commonwealth of Massachusetts Transportation Fund Revenue1.28%
Massachusetts Development Finance Agency1.23%
Massachusetts Clean Water Trust (The)1.04%
Massachusetts Bay Transportation Authority Sales Tax Revenue1.03%
Commonwealth of Massachusetts1.02%
Massachusetts School Building Authority1.02%
Massachusetts School Building Authority1.01%
Commonwealth of Massachusetts Transportation Fund Revenue1.01%

More on MFSSX.

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