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MFSM
+0.39 · +1.56%
$25.15 · NYSE

MFS Active Intermediate Muni Bond ETF (MFSM) ETF Analysis | Muni National Interm

MFS · USA
AUM:$56.6M
#– of – in Muni National Interm ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 5.9% over the past year, showing positive momentum.

What is MFSM?

The fund normally invests at least 80% of the fund"s net assets in municipal instruments, the interest on which is exempt from federal income tax. Interest from the fund"s investments may be subject to the federal alternative minimum tax.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
MFSM returned 5.9% over the past year. Historical returns only — past performance is not indicative of future results.
Notable Dividend Yield
Current yield of 3.54% provides a meaningful income component alongside market exposure.
ETF Information
AUM$56.6M
Expense Ratio0.00%
Dividend Yield3.54%
Holdings1
Inception DateDec 2024
Domicile–
Distribution–
Index–
ProviderMFS
Beta–
CategoryMuni National Interm
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-2.7%
1Y
+3.1%
3Y
+3.3%
5Y
+3.3%
OpenBook InsightIf you had invested £10,000 in MFSM 5 years ago, it would have grown to £10,325 — a gain of £325.

Annual Returns

Calendar year performance

MFSM delivered positive returns in 1 of the last 3 calendar years.
YearMFSM
2026 YTD-0.6%
2025+5.2%
2024-1.3%
CAGR 2yr+1.9%
1/3 positive yearsAvg return: +1.1%Worst year: -1.3% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
3.5%
Low
Momentum
-1.2%
30-day change
Support Level
24.68
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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