MFSMMFS Active Intermediate Muni Bond ETF
Seeks total return with an emphasis on income exempt from U.S. federal income tax.
By MFS · Launched 2024
Annual Cost
0.34%
#1,522 of 5,861 · low cost
Fund Size
$101M
#2,996 of 5,861 · mid-size
Dividend YieldGoal
3.55%
Track Record
1 year
#3,890 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,524+5.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 18.4% of fund✓ well diversified
State Street Global Advisors
4.6%
iShares National Muni Bond ETF
4.1%
Vanguard Tax-Exempt Bond Index ETF
4.1%
County of Pasco FL Solid Waste Disposal & Resource Recovery System Revenue
1.0%
Kentucky Bond Development Corp
0.8%
Arapahoe County School District No 5 Cherry Creek
0.8%
Greater Asheville Regional Airport Authority
0.8%
California Community Choice Financing Authority
0.8%
Pennsylvania Turnpike Commission
0.8%
Pennsylvania Economic Development Financing Authority
0.8%
Asset allocation
Bonds
99.2%
Cash
0.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
2.7%Low
Year-on-year price swings
Max drawdown
-3.8%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
4.9 years
Avg maturity
10.6 years
Credit ratings
AAA
2.7%
AA
38.1%
A
33.7%
BBB
18.1%
BB
3.2%
B
0.4%
Below B
0.2%
Other
3.6%
Listing
- Exchange
- New York Stock Exchange
Full fund details
- Objective
- Seeks total return with an emphasis on income exempt from U.S. federal income tax.
- Strategy
- Actively manages a portfolio primarily invested in municipal instruments, focusing on investment grade quality debt instruments. Seeks total return while considering capital appreciation and may invest in below investment grade quality debt instruments.
- Inception date
- December 4, 2024
- Fund family
- MFS
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Data updated on 2026-08-04