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MFS CA Municipal Bond C MCCAX

Quantitative rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 5.63  /  0.33 %
  • Total Assets 502.5 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.580%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Muni California Long
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.99%
  • Effective Duration 9.68 years

Morningstar’s Analysis MCCAX

Will MCCAX 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 CA Municipal Bond C 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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