- What are the top holdings of MFSM?
- A machine-readable holdings disclosure for MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF (MFSM) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does MFSM invest in?
- MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF (MFSM) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is MFSM most exposed to?
- MFSM's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is MFSM a US-only fund?
- The country allocation card on this page shows MFSM's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does MFSM invest in?
- 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.
