MFS North Carolina Municipal Bond Fund Class C MCNCX

Morningstar Medalist Rating

Strategy

The investment seeks total return with an emphasis on income exempt from U.S. federal income tax and personal income tax, if any, of North Carolina, but also considering capital appreciation. The fund invests, under normal market conditions, at least 80% of its net assets in securities and other investments, the interest on which is exempt from U.S. federal income tax and personal income tax, if any, of North Carolina. It may also invest the fund's assets in taxable instruments, including municipal instruments of other states.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
MNCLX
MFS North Carolina Municipal Bond Fund Class IInstitutionalOpen $135.56M0.590%Above Average$0$15.22M
MSNCX
MFS North Carolina Municipal Bond Fund Class AFront LoadOpen $317.43M0.840%High$1,000$12.76M
MBNCX
MFS North Carolina Municipal Bond Fund Class BDeferred LoadClosed $49,299.001.590%Average$1,000−$19,845.72
MCNCX
MFS North Carolina Municipal Bond Fund Class CLevel LoadOpen $6.73M1.590%High$1,000−$3.36M
MPNCX
MFS North Carolina Municipal Bond Fund Class R6Retirement, LargeOpen $43.13M0.520%Average$0$3.90M

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