MFSMMFS Active Intermediate Muni Bond ETF

Get income#870 of 1640 for Get income

Seeks total return with an emphasis on income exempt from federal income tax, but also considering capital appreciation.

MFS · Since 2024 (1 year)

Annual Cost

0.34%

#1402 out of 5,332 ETFs

Fund Size

$79M

#2954 out of 5,332 ETFs

Dividend Yield

3.62%

Track Record

1 year

#4067 out of 5,332 ETFs

Performance

1 Year

+6.4%

3 Years

N/A

5 Years

N/A

What's inside

Asset class

fixed income

Region

north america

Strategy

index tracking

Asset allocation

Bonds

91.7%

Cash

8.3%

Top holdings

iShares National Muni Bond ETFMUB4.0%

Vanguard Tax-Exempt Bond ETFVTEB4.0%

Risk profile

Volatility (1Y)

2.7%

Moderate

Max drawdown

-3.9%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Duration

4.9 years

Avg maturity

10.4 years

Credit ratings

AAA

2.9%

36.3%

33.9%

BBB

16.4%

2.9%

0.5%

Below B

0.2%

Other

6.9%

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