MFS Municipal Intermediate FundMIUAX

MUTUAL FUNDMFS
Type
Mutual fund
Peer group
Municipal bond
Net assets
$385.9M
Expense ratio
0.70%
1-year return
+4.8%
3 years, a year
+3.6%
5 years, a year
+1.2%
Holdings
661

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, but also considering capital appreciation.

Top 10 holdings.

Holding% of fund
MFS Institutional Money Market Portfolio1.57%
Central Texas Regional Mobility Authority0.58%
Black Belt Energy Gas District0.52%
Massachusetts Development Finance Agency0.49%
California Community Choice Financing Authority0.47%
Vermont Student Assistance Corp.0.47%
Park Creek Metropolitan District0.46%
Harris County Cultural Education Facilities Finance Corp.0.44%
California Health Facilities Financing Authority0.44%
Illinois Finance Authority0.43%

More on MIUAX.

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