MFS Pennsylvania Municipal Bond FundMPALX

MUTUAL FUNDMFS
Type
Mutual fund
Peer group
Municipal bond
Net assets
$189.0M
Expense ratio
0.59%
1-year return
+4.2%
3 years, a year
+3.2%
5 years, a year
+0.8%
Holdings
243

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 Pennsylvania, but also considering capital appreciation.

Top 10 holdings.

Holding% of fund
Indiana County Industrial Development Authority1.28%
Southeastern Pennsylvania Transportation Authority1.10%
Pennsylvania State University (The)1.10%
City of Philadelphia PA Airport Revenue1.05%
Bucks County Water and Sewer Authority1.03%
Montgomery County Higher Education and Health Authority0.99%
Pennsylvania Higher Educational Facilities Authority0.94%
Chester County Health and Education Facilities Authority0.93%
Pennsylvania Housing Finance Agency0.89%
MFS Institutional Money Market Portfolio0.86%

More on MPALX.

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