MFS South Carolina Municipal Bond FundMPOCX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$238.6M
Expense ratio
0.53%
1-year return
+4.1%
3 years, a year
+3.1%
5 years, a year
+0.7%
Holdings
220
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 South Carolina, but also considering capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MFS Institutional Money Market Portfolio | 3.95% |
| Beaufort-Jasper Water & Sewer Authority | 1.56% |
| Puerto Rico Sales Tax Financing Corp. Sales Tax Revenue | 1.43% |
| City of Charleston SC Waterworks & Sewer System Revenue | 1.31% |
| Spartanburg County School District No. 4/SC | 1.30% |
| South Carolina Ports Authority | 1.27% |
| South Carolina Jobs-Economic Development Authority | 1.22% |
| Grand Strand Water & Sewer Authority | 1.19% |
| Spartanburg Regional Health Services District | 1.17% |
| South Carolina State Housing Finance & Development Authority | 1.14% |
More on MPOCX.
- MPOCX overview
- MPOCX holdings
- MPOCX risk
- MPOCX costs
- MPOCX money in and out
- MPOCX share classes
- Compare MPOCX 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.