Morningstar

MFS New York Municipal Bond Fund Class C MCNYX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $9.56  /  +0.31 %
  • Fund Size $181.5M
  • Adjusted Expense Ratio 1.580%
  • Net Expense Ratio 1.580%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Muni New York Long
  • Fixed-Income Style Box (Funds) Medium/Extensive
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 3.08%
  • Average Effective Duration 8.68 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis MCNYX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS NY Municipal Bond C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MCNYX

More MCNYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ALBANY N Y CAP RESOURCE CORP REV 5.25%

2.57 5M
municipal

Essex County Capital Resource Corp Ny Cves Boces Proj 5.125 Jul 01 48

2.21 4M
—

NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5.5%

2.05 4M
municipal

METROPOLITAN TRANSN AUTH N Y REV 5%

1.77 3M
municipal

NEW YORK ST TWY AUTH GEN REV JR INDBT OBLIGS 5%

1.37 2M
municipal

NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5.25%

1.21 2M
municipal

NEW YORK N Y CITY HSG DEV CORP MULTIFAMILY HSG REV 3.95%

1.20 2M
municipal

NEW YORK N Y 5.25%

1.16 2M
municipal

TRIBOROUGH BRDG & TUNL AUTH N Y PAYROLL MOBILITY TAX 5.25%

1.16 2M
municipal

YONKERS N Y INDL DEV AGY SCH FAC REV 5%

1.15 2M
municipal

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