MFS Maryland Municipal Bond Fund Class A (MFSMX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
10.56
+0.01 (0.09%)
At close: Feb 13, 2026
Fund Assets157.23M
Expense Ratio0.83%
Min. Investment$1,000
Turnover9.00%
Dividend (ttm)0.32
Dividend Yield3.04%
Dividend Growth2.66%
Payout FrequencyMonthly
Ex-Dividend DateJan 30, 2026
Previous Close10.55
YTD Return0.93%
1-Year Return4.75%
5-Year Return2.84%
52-Week Low9.66
52-Week High10.56
Beta (5Y)0.30
Holdings230
Inception DateOct 31, 1984

About MFSMX

MFS Maryland Municipal Bond Fund Class A is an actively managed municipal bond mutual fund focused on generating income that is exempt from federal and Maryland state personal income taxes. The strategy centers on total return with an emphasis on tax‑exempt income, while also considering capital appreciation, and pursues results through sector and security selection and yield curve analysis within the municipal market. The portfolio primarily invests in debt issued by Maryland municipalities and related entities, supporting public finance projects such as education, infrastructure, and essential services, and is benchmarked to the Bloomberg Municipal Bond Index to gauge broad market conditions. Launched in 1984, the fund represents a long‑tenured option in the single‑state muni category and seeks to provide double tax‑free income for in‑state residents. Share class features include a front‑end sales charge structure and stated expense ratios per the most recent prospectus disclosures. As of mid‑2025, the fund reported net assets around the low‑hundreds of millions of dollars and regularly updates net asset value and distributions in line with municipal bond market dynamics.

Fund Family MFS
Category Muni Single State Long
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol MFSMX
Share Class A
Index Bloomberg Municipal Bond TR

Performance

MFSMX had a total return of 4.75% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.95%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
SMDMXFidelityFidelity Maryland Municipal Income Fund0.55%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
MPMDXR60.53%
MMDIXI0.58%
MBMDXB1.58%

Dividend History

Ex-DividendAmountPay Date
Jan 30, 2026$0.02751Feb 2, 2026
Dec 31, 2025$0.02707Dec 31, 2025
Nov 28, 2025$0.02577Dec 1, 2025
Oct 31, 2025$0.02743Nov 3, 2025
Sep 30, 2025$0.02652Oct 1, 2025
Aug 29, 2025$0.02741Sep 2, 2025
Full Dividend History