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MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond (MFSM) ETF Holdings & Analysis
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What MFSM does
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.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| Cash & Cash Equivalents | 8.76% | |
| SAN FRANCISCO CA CITY CNTY AR | 0.81% | |
| ANN ARBORMI HSG COMMISSION MF | 0.81% | |
| BLACK BELTENERGY GAS DIST AL | 0.80% | |
| ARIZONA STINDL DEV AUTH MF HS | 0.78% | |
| ARIZONA STINDL DEV AUTH MF HS | 0.78% | |
| PASCO CNTYFL SOL WST DISP R | 0.77% | |
| MINNESOTAST HSG FIN AGY | 0.72% | |
| NORTH CAROLINA HSG FIN AGY HOM | 0.67% | |
| CLARK CNTYWA SCH DIST 37 VAN | 0.64% |
Geographic allocation
| United States | 94.01% |
| Other | 5.04% |
| Puerto Rico | 0.95% |
PortView Portfolio Insights
PortView analyzes how MFSM fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does MFSM track?
- MFSM is the MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF, a Other ETF.
- What is the expense ratio of MFSM?
- Expense ratio data for MFSM is shown on the page when available from our data provider.
- What are the largest holdings in MFSM?
- Top holdings include Cash & Cash Equivalents, SAN FRANCISCO CA CITY CNTY AR, ANN ARBORMI HSG COMMISSION MF, BLACK BELTENERGY GAS DIST AL, ARIZONA STINDL DEV AUTH MF HS.
- How can PortView analyze MFSM overlap with other ETFs?
- PortView computes the holdings overlap between MFSM and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.