MFS West Virginia Municipal Bond FundMFWVX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$83.6M
Expense ratio
0.87%
1-year return
+3.8%
3 years, a year
+2.8%
5 years, a year
+0.6%
Holdings
136
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 West Virginia, but also considering capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| State of West Virginia | 2.46% |
| Morgantown Utility Board, Inc. | 2.45% |
| West Virginia University | 2.43% |
| West Virginia Hospital Finance Authority | 2.32% |
| Puerto Rico Sales Tax Financing Corp. Sales Tax Revenue | 2.09% |
| West Virginia Hospital Finance Authority | 1.82% |
| West Virginia Water Development Authority | 1.78% |
| MFS Institutional Money Market Portfolio | 1.58% |
| State of West Virginia | 1.56% |
| City of Wheeling WV Waterworks & Sewerage System Revenue | 1.55% |
More on MFWVX.
- MFWVX overview
- MFWVX holdings
- MFWVX risk
- MFWVX costs
- MFWVX money in and out
- MFWVX share classes
- Compare MFWVX 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.