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MFS MS Municipal Bond B MBMSX

Quantitative rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 9.04  /  0.21 %
  • Total Assets 84.5 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.450%
  • Distribution Fee Level Below Average
  • Share Class Type
  • Category Muni Single State Long
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 1.76%
  • Effective Duration 7.73 years

Morningstar’s Analysis MBMSX

Will MBMSX outperform in future?

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

Summary

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A strong Parent Pillar rating isn't sufficient for MFS MS Municipal Bond B to overcome lower marks in Process and other areas. This strategy retains its Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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