Question 1

What are the top holdings in MFSM?

Accepted Answer

MFS Active Intermediate Muni Bond ETF (MFSM) holds 272 securities. View the complete list of top holdings sorted by portfolio weight, showing each security's ticker symbol, company name, asset type, and allocation percentage.

Question 2

How concentrated is MFSM's portfolio?

Accepted Answer

Portfolio concentration is measured by the weight of top holdings. A concentrated portfolio has fewer large positions with higher individual weights, while a diversified portfolio distributes holdings more evenly. Review MFSM's holdings table to analyze concentration risk.

Question 3

What is MFSM's sector allocation?

Accepted Answer

The Sector Allocation chart shows how MFSM distributes investments across different industries like Technology, Healthcare, Financials, and more. This sector exposure helps understand the fund's industry diversification strategy.

Question 4

What countries does MFSM invest in?

Accepted Answer

MFSM's geographic exposure is shown in the Countries tab under Portfolio Allocations. This reveals the fund's international diversification and exposure to different regions and global markets.

Question 5

How diversified is MFSM ETF?

Accepted Answer

MFSM's diversification can be assessed by reviewing its 272 holdings, sector allocation, and geographic exposure. A well-diversified ETF spreads investments across multiple securities, sectors, and regions to reduce concentration risk.

Question 6

What are MFSM's largest positions by weight?

Accepted Answer

MFSM's largest positions are listed in the holdings table, sorted by portfolio weight percentage. The top holdings represent the securities with the highest allocation in the fund's portfolio composition.

#	Symbol	Name	Type	Weight
1	C CO.CHRSCD 5.25 12.15.2042	CHERRY CREEK COLO SCH DIST NO 005 5.25%	Stock	1.04%
2	N NC.GTRAPT 5.25 07.01.2038	GREATER ASHEVILLE REGL ARPT AUTH N C ARPT SYS REV 5.25%	Stock	1.00%
3	P PA.PASDEV 5.5 06.30.2042	PENNSYLVANIA ECONOMIC DEV FING AUTH PRIVATE ACTIVITY REV 5.5%	Stock	0.99%
4	C CA.CCEDEV 02.01.2055	CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%	Stock	0.99%
5	M MN.MNS 4 08.01.2041	MINNESOTA ST 4%	Stock	0.94%
6	N NM.SFEMFH 12.10.2049	SANTA FE CNTY N MEX MULTIFAMILY REV 3.29%	Stock	0.92%
7	N NY.NYCHSG 11.01.2064	NEW YORK N Y CITY HSG DEV CORP MULTIFAMILY HSG REV 3.4%	Stock	0.92%
8	P PA.PASDEV 5 12.31.2034	PENNSYLVANIA ECONOMIC DEV FING AUTH REV 5%	Stock	0.92%
9	G GA.FULDEV 5 06.15.2044	FULTON CNTY GA DEV AUTH REV 5%	Stock	0.81%
10	R RI.PROFAC 5 09.15.2035	PROVIDENCE R I PUB BLDGS AUTH REV 5%	Stock	0.70%
11	N NY.RKLPOL 5.5 12.15.2044	ROCKLAND CNTY N Y SOLID WASTE MGMT AUTH SPL OBLIG 5.5%	Stock	0.69%
12	G GA.MAIUTL 06.01.2055	MAIN STR NAT GAS INC GA GAS SUPPLY REV 5%	Stock	0.68%
13	L LA.NEWTRN 5 01.01.2036	NEW ORLEANS LA AVIATION BRD REV 5%	Stock	0.66%
14	C CA.LOSAPT 5.25 05.15.2038	LOS ANGELES CALIF DEPT ARPTS REV 5.25%	Stock	0.66%
15	O OH.CUYMED 5.5 02.15.2052	CUYAHOGA CNTY OHIO HOSP REV 5.5%	Stock	0.62%
16	I IL.COOSCD 5 12.01.2036	COOK CNTY ILL CMNTY SCH DIST NO 152-1/2 HAZEL CREST 5%	Stock	0.62%
17	W WI.PUBGEN 5 07.01.2033	PUBLIC FIN AUTH WIS REV 5%	Stock	0.61%
18	T TX.CTXGEN 5 01.01.2044	CENTRAL TEX REGL MOBILITY AUTH REV 5%	Stock	0.61%
19	I IL.SOUHGR 5 04.01.2039	SOUTHERN ILL UNIV REVS 5%	Stock	0.61%
20	P PR.PRCPWR 5.25 07.01.2030	PUERTO RICO ELEC PWR AUTH PWR REV 5.25%	Stock	0.60%
21	K KS.MIASCD 5.25 09.01.2042	MIAMI CNTY KANS UNI SCH DIST NO 367 5.25%	Stock	0.59%
22	V VA.CHEMED 4 07.01.2036	CHESAPEAKE VA HOSP AUTH HOSP FAC REV 4%	Stock	0.59%
23	M MA.MASEDU 5 07.01.2029	MASSACHUSETTS EDL FING AUTH ED LN REV 5%	Stock	0.58%
24	C CO.PKCGEN 5 12.01.2044	PARK CREEK MET DIST COLO LTD PPTY TAX SUPPORTED REV 5%	Stock	0.58%

MFSM ETF Holdings: MFS Active Intermediate Muni Bond ETF

Top 24 Holdings by Portfolio Weight