Morningstar

MFS Active Intermediate Muni Bond ETF MFSM

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MFSM

Will MFSM outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MFSM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MFSM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MFSM’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Active Intermediate Muni Bond ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MFSM

More MFSM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Mm Gvmxx

1.86 2M
Cash and Equivalents

MINNESOTA ST HSG FIN AGY 4.25%

0.90 922,907
municipal

OKLAHOMA CITY OKLA PUB PPTY AUTH ARENA SALES TAX REV 5%

0.80 822,197
municipal

MISSOURI ST HEALTH & EDL FACS AUTH HEALTH FACS REV 5%

0.79 813,858
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

0.70 719,096
municipal

RICHLAND WAYNE JASPER CLAY & LAWRENCE CNTYS ILL CMNTY UNIT SCH DIST NO 1 5%

0.68 699,959
municipal

PASCO CNTY FLA SOLID WASTE DISP & RESOURCE RECOVERY SYS 5%

0.67 692,013
municipal

WEST CORNWALL TWP PA MUN AUTH HEALTHCARE FACS REV 5.125%

0.66 676,623
municipal

BRAZOS TEX HIGHER ED AUTH INC STUDENT LN PROG REV 5%

0.54 553,452
municipal

PAULDING CNTY GA HOSP AUTH REV 5%

0.53 543,320
municipal

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