MFSM

MFS$24.18+0.04 (+0.16%)
AUM $101.9MER 0.34%NAV $24.13Holdings

Price Chart

Key Statistics

Previous Close

$24.14

Day Range

$24.15$24.27

52-Week Range

$24.14$25.53

Avg Volume

47.1K

Dividend Yield

Expense Ratio

0.34%

AUM

$101.9M

Shares Outstanding

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Issuer
MFS
Inception Date
Dec 4, 2024
Exchange
NYSE
Description
MFSM is an actively managed fund that seeks total return with an emphasis on income exempt from federal income tax. It includes intermediate-term US municipal bonds whose interests are tax-exempt but subject to the federal alternative minimum tax. The fund primarily invests in investment grade quality debt instruments but may also include high-yield bonds. Its dollar-weighted average effective maturity ranges between three and ten years. To construct the portfolio, the fund uses a bottom-up investment approach, selecting investments based on fundamental analysis of individual instruments and their issuers. The adviser also considers top-down factors in structuring the fund. A significant percentage of the portfolio may be allocated to issuers in a single state, territory, or possession and 25% or more to municipal bonds that finance similar types of projects. The fund may use derivatives to adjust market and interest rate exposure or as alternatives to direct investments.

The MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF (MFSM) is an exchange-traded fund issued by MFS that launched on Dec 4, 2024. It currently manages $101.9M in assets under management. The fund charges an expense ratio of 0.34%.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
+0.16%
1W
-1.15%
1M
-2.95%
3M
-3.94%
6M
-4.10%
YTD
-3.51%
1Y
-2.88%
3Y
-3.51%
5Y
-3.51%

Moving Averages

20-Day MA

$24.59

Below 20-Day MA
50-Day MA

$24.79

Below 50-Day MA
200-Day MA

$25.03

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$25.53

Current Price

$24.18

52-Week Low

$24.14

$24.14$25.53

Current Yield

Annual Dividend

$0.2885

Frequency

Monthlyx/year

Last Ex-Date

May 29, 2026

Dividend History

Ex-DateAmountPay Date
May 29, 2026$0.0734Jun 1, 2026
Apr 30, 2026$0.0716May 1, 2026
Mar 31, 2026$0.0803Apr 1, 2026
Feb 27, 2026$0.0632Mar 2, 2026
Jan 30, 2026$0.0716Feb 2, 2026
Dec 30, 2025$0.0732Dec 31, 2025
Nov 28, 2025$0.0790Dec 1, 2025
Nov 28, 2025$0.0790Dec 1, 2025
Oct 31, 2025$0.0785Nov 3, 2025
Sep 30, 2025$0.0780Oct 1, 2025
Aug 29, 2025$0.0754Sep 2, 2025
Jul 31, 2025$0.0751Aug 1, 2025
Jun 30, 2025$0.0732Jul 1, 2025
May 30, 2025$0.0754Jun 2, 2025
Apr 30, 2025$0.0754May 1, 2025
Mar 31, 2025$0.0667Apr 1, 2025
Feb 28, 2025$0.0677Mar 3, 2025
Jan 31, 2025$0.0660Feb 3, 2025
Dec 30, 2024$0.0558Dec 31, 2024

Dividend Payments Over Time

Category Comparison

No category data available for comparison.

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