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MFS SC Municipal Bond A MFSCX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 11.12  /  −0.08 %
  • Total Assets 212.1 Mil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Muni Single State Long
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.83%
  • Effective Duration 7.72 years

USD | NAV as of Feb 26, 2024 | 1-Day Return as of Feb 26, 2024, 11:14 PM GMT+0

Morningstar’s Analysis MFSCX

Will MFSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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

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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 second-costliest quintile among peers.

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Portfolio Holdings MFSCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 18.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PUERTO RICO SALES TAX FING CORP SALES TAX REV 5%

2.68 5.6 Mil
municipal

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

2.48 5.2 Mil
municipal

GREENVILLE CNTY S C SCH DIST INSTALLMENT PUR REV 5%

2.01 4.2 Mil
municipal

NORTH CHARLESTON S C SWR DIST SWR REV 5%

1.65 3.5 Mil
municipal

SPARTANBURG CNTY S C SCH DIST NO 004 5.25%

1.62 3.4 Mil
municipal

SPARTANBURG S C REGL HEALTH SVCS DIST INC HOSP REV 4%

1.56 3.3 Mil
municipal

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

1.56 3.3 Mil
municipal

BEAUFORT CNTY S C SCH DIST 4%

1.55 3.2 Mil
municipal

SOUTH CAROLINA ST PORTS AUTH PORTS REV 5%

1.51 3.2 Mil
municipal

SOUTH CAROLINA ST PORTS AUTH PORTS REV 5%

1.49 3.1 Mil
municipal