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MFS PA Municipal Bond B MBPAX

Quantitative rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 9.67  /  0.30 %
  • Total Assets 167.8 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.440%
  • Distribution Fee Level Average
  • Share Class Type
  • Category Muni Pennsylvania
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 1.80%
  • Effective Duration 8.65 years

Morningstar’s Analysis MBPAX

Will MBPAX 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 PA 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 most expensive quintile among peers.

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