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Morningstar

MFS SC Municipal Bond B MBSCX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 10.76  /  0.19 %
  • Total Assets 201.3 Mil
  • Adj. Expense Ratio
    1.590%
  • Expense Ratio 1.590%
  • Distribution Fee Level Above 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 2.20%
  • Effective Duration 7.71 years

USD | NAV as of Nov 27, 2023 | 1-Day Return as of Nov 27, 2023, 11:17 PM GMT+0

Morningstar’s Analysis MBSCX

Will MBSCX outperform in 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 MBSCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MBSCX 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 MBSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in MFS SC Municipal Bond B's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
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Portfolio Holdings MBSCX

More MBSCX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 227
  • Other Holdings 1
  • % Assets in Top 10 Holdings 18.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PUERTO RICO SALES TAX FING CORP SALES TAX REV 5%

2.62
4,981,288
municipal

SOUTH ISLAND PUB SVC DIST S C WTRWKS & SWR SYS REV 4.5%

2.29
4,352,346
municipal

GREENVILLE CNTY S C SCH DIST INSTALLMENT PUR REV 5%

2.16
4,095,550
municipal

NORTH CHARLESTON S C SWR DIST SWR REV 5%

1.84
3,485,008
municipal

SOUTH CAROLINA ST HSG FIN & DEV AUTH MTG REV 5.75%

1.67
3,172,957
municipal

SPARTANBURG CNTY S C SCH DIST NO 004 5.25%

1.63
3,093,164
municipal

SOUTH CAROLINA ST PORTS AUTH PORTS REV 5.25%

1.63
3,089,357
municipal

SOUTH CAROLINA ST PORTS AUTH PORTS REV 5%

1.61
3,049,358
municipal

BEAUFORT CNTY S C SCH DIST 4%

1.56
2,962,232
municipal

SOUTH CAROLINA ST PORTS AUTH PORTS REV 5%

1.54
2,923,056
municipal