Mfs Virginia Municipal Fund Quote
| MSVAX Fund | USD 10.31 0.01 0.1% |
PerformanceVery Weak
| Odds Of DistressLow
|
Mfs Virginia is trading at 10.31 as of the 25th of February 2025; that is 0.1% up since the beginning of the trading day. The fund's open price was 10.3. Mfs Virginia has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 26th of January 2025 and ending today, the 25th of February 2025. Click here to learn more.
The fund invests, under normal market conditions, at least 80 percent of its net assets in securities and other investments, the interest on which is exempt from federal income tax and personal income tax, if any, of Virginia. Interest from the funds investments may be subject to the federal alternative minimum tax. More on Mfs Virginia Municipal
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Funds, Muni Single State Long Funds, Muni Single State Long, MFS (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Mfs Virginia Municipal [MSVAX] is traded in USA and was established 25th of February 2025. Mfs Virginia is listed under MFS category by Fama And French industry classification. The fund is listed under Muni Single State Long category and is part of MFS family. This fund now has accumulated 360.79 M in assets with no minimum investment requirementsMfs Virginia Municipal is currently producing year-to-date (YTD) return of 0.75% with the current yeild of 0.01%, while the total return for the last 3 years was 0.36%.
Check Mfs Virginia Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Virginia Municipal Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Mfs Virginia Municipal Risk Profiles
| Mean Deviation | 0.1841 | |||
| Semi Deviation | 0.2682 | |||
| Standard Deviation | 0.2702 | |||
| Variance | 0.073 |
Mfs Virginia Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Virginia financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Virginia security.
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