MFS Mississippi Municipal Bond Fund (MISSX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MISSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MISSX
MISSX charges 0.85% annually. There are 417 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | MISSX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | MISSX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | MISSX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | MISSX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | MISSX vs FSMUX |
Best Risk-Adjusted Alternatives to MISSX
MISSX has a PortfoliosLab risk / return rank of 77. There are 220 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | MISSX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | MISSX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | MISSX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | MISSX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | MISSX vs TFCYX |
Top Performing MISSX Alternatives (YTD)
MISSX is at 2.16% YTD. There are 151 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.37% | — | Apr 1998 | MISSX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 10.00% | — | Nov 2002 | MISSX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 7.79% | — | Oct 1992 | MISSX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 6.86% | — | Nov 2001 | MISSX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 6.82% | — | Feb 1998 | MISSX vs MUC |
Lowest Volatility Alternatives to MISSX
MISSX has 3.19% 1-year volatility. There are 389 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.55% | — | Aug 2002 | MISSX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | MISSX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | MISSX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | MISSX vs USMTX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | MISSX vs USMSX |
Lowest Drawdown Alternatives to MISSX
MISSX has a 1-year max drawdown of -3.10%. There are 370 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | MISSX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | MISSX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | MISSX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | MISSX vs FHMIX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | MISSX vs DFSMX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 13 | 4.56% | — | Jan 1996 | MISSX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 43 | 9.10% | — | May 2006 | MISSX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 43 | 9.04% | — | Feb 1996 | MISSX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 37 | 9.26% | — | Sep 2004 | MISSX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 5 | -2.07% | — | Jan 1935 | MISSX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 9 | 4.14% | — | Jun 2012 | MISSX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 9 | 4.08% | — | Jul 1997 | MISSX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 26 | 5.40% | — | — | MISSX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 41 | 8.91% | — | Jan 1996 | MISSX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 34 | 8.13% | — | Jul 1924 | MISSX vs MITTX |
Often Compared With MISSX
Investors most often compare MISSX with VTTHX, VOO, APUSX. These 8 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | Target Retirement Date, Diversified Portfolio | 64 | 8.22% | 130.00B | Oct 2003 | MISSX vs VTTHX | |
| Vanguard S&P 500 ETF | S&P 500 | 68 | 11.31% | 1.70T | Sep 2010 | MISSX vs VOO | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 19 | 1.00% | — | Dec 2017 | MISSX vs APUSX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 71 | 6.74% | — | Mar 1998 | MISSX vs MUJ | |
| Nuveen Virginia Quality Municipal Income Fund | Municipal Bonds | 29 | 6.52% | — | Mar 1993 | MISSX vs NPV | |
| DFA NY Municipal Bond Portfolio | Municipal Bonds | 99 | 1.29% | — | Jun 2015 | MISSX vs DNYMX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 87 | 2.22% | — | Jun 2012 | MISSX vs FXIEX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 98 | 1.02% | — | Dec 2017 | MISSX vs FGNSX |
Compare MISSX with Any Fund or Stock
Compare MISSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MISSX with funds that move differently
MFS Mississippi Municipal Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MISSX.
Explore MISSX Diversifiers