Massachusetts Municipal Bond Funds
Single-state municipal bond strategies invest in bonds issued by state and local governments to fund public projects. The income from such bonds is generally free from federal taxes and from state taxes to residents in the issuing state.
|
Name
|
Medalist Rating
Overall
|
SEC 30-Day Yield
|
TTM Yield
|
Average Effective Duration
|
Total Return
1 Year
|
Total Return
3 Year
|
Adjusted Expense Ratio
|
Fund Size
|
|---|---|---|---|---|---|---|---|---|
| Western Asset Massachusetts Muni I
LHMIX
| 3.38% | 2.80% | 7.62 | 4.98% | −1.76% | 0.550% | 55.47 Mil | |
| Western Asset Massachusetts Muni C
SMALX
| 2.64% | 2.06% | 7.62 | 4.20% | −2.45% | 1.300% | 55.47 Mil | |
| Western Asset Massachusetts Muni A
SLMMX
| 3.06% | 2.60% | 7.62 | 4.68% | −1.94% | 0.750% | 55.47 Mil | |
| Vanguard MA Tax-Exempt Inv
VMATX
| 3.77% | 3.26% | 7.69 | 5.25% | −1.31% | 0.130% | 2.76 Bil | |
| SEI Massachusetts Municipal Bd Y (STET)
SMSYX
| 2.73% | 1.72% | 5.14 | 2.06% | −1.56% | 0.480% | 58.71 Mil | |
| SEI Massachusetts Municipal Bd F (STET)
SMAAX
| 2.64% | 1.57% | 5.14 | 1.90% | −1.70% | 0.630% | 58.71 Mil | |
| Putnam MA Tax Exempt Income Y
PMAYX
| 3.38% | 2.98% | 7.74 | 5.06% | −1.14% | 0.570% | 253.01 Mil | |
| Putnam MA Tax Exempt Income R6
PMATX
| 3.40% | 3.00% | 7.74 | 5.08% | −1.13% | 0.560% | 253.01 Mil | |
| Putnam MA Tax Exempt Income C
PMMCX
| 2.38% | 2.00% | 7.74 | 4.02% | −2.13% | 1.570% | 253.01 Mil | |
| Putnam MA Tax Exempt Income B
PMABX
| 2.53% | 2.15% | 7.74 | 4.07% | −2.00% | 1.420% | 253.01 Mil | |
| Putnam MA Tax Exempt Income A
PXMAX
| 3.00% | 2.74% | 7.74 | 4.80% | −1.40% | 0.820% | 253.01 Mil | |
| Nuveen MA Municipal Bond I
NBMAX
| 3.54% | 3.14% | 7.59 | 4.01% | −2.04% | 0.570% | 571.70 Mil | |
| Nuveen MA Municipal Bond C
NAAGX
| 2.54% | 2.14% | 7.59 | 2.97% | −3.03% | 1.570% | 571.70 Mil | |
| Nuveen MA Municipal Bond A
NMAAX
| 3.19% | 2.95% | 7.59 | 3.92% | −2.22% | 0.770% | 571.70 Mil | |
| MFS MA Municipal Bond R6
MPMAX
| 3.76% | 3.33% | 6.57 | 5.71% | −1.02% | 0.500% | 360.76 Mil | |
| MFS MA Municipal Bond I
MTALX
| 3.69% | 3.26% | 6.57 | 5.51% | −1.10% | 0.570% | 360.76 Mil | |
| MFS MA Municipal Bond B
MBMAX
| 2.69% | 2.28% | 6.57 | 4.51% | −2.10% | 1.570% | 360.76 Mil | |
| MFS MA Municipal Bond A
MFSSX
| 3.29% | 3.01% | 6.57 | 5.30% | −1.34% | 0.820% | 360.76 Mil | |
| Franklin MA Tax-Free Income R6
FKTMX
| 3.54% | 2.95% | 6.43 | 4.22% | −1.84% | 0.590% | 285.68 Mil | |
| Franklin MA Tax-Free Income C
FMAIX
| 2.79% | 2.23% | 6.43 | 3.55% | −2.55% | 1.280% | 285.68 Mil | |
| Franklin MA Tax-Free Income Adv
FMAHX
| 3.50% | 2.91% | 6.43 | 4.28% | −1.88% | 0.640% | 285.68 Mil | |
| Franklin MA Tax-Free Income A1
FMISX
| 3.27% | 2.81% | 6.43 | 4.17% | −1.98% | 0.740% | 285.68 Mil | |
| Franklin MA Tax-Free Income A
FMAQX
| 3.12% | 2.66% | 6.43 | 3.92% | −2.13% | 0.890% | 285.68 Mil | |
| Fidelity Massachusetts Municipal Income
FDMMX
| 3.43% | 2.62% | 6.69 | 4.26% | −1.27% | 0.450% | 1.72 Bil | |
| Eaton Vance MA Municipal Income I
EIMAX
| 3.42% | 3.39% | 6.72 | 3.87% | −1.58% | 0.500% | 153.40 Mil |