MFS New York Municipal Bond FundMSNYX

MUTUAL FUNDMFS
Type
Mutual fund
Peer group
Municipal bond
Net assets
$186.7M
Expense ratio
0.83%
1-year return
+3.6%
3 years, a year
+3.4%
5 years, a year
+0.5%
Holdings
183

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 New York, but also considering capital appreciation.

Top 10 holdings.

Holding% of fund
Albany Capital Resource Corp.2.52%
New York State Dormitory Authority1.96%
MFS Institutional Money Market Portfolio1.72%
Metropolitan Transportation Authority1.68%
New York State Thruway Authority1.36%
New York City Housing Development Corp.1.24%
New York City Transitional Finance Authority Future Tax Secured Revenue1.18%
Port Authority of New York & New Jersey1.13%
City of New York NY1.13%
Yonkers Industrial Development Agency1.13%

More on MSNYX.

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