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Morningstar

MFS SC Municipal Bond A MFSCX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 11.18  /  +0.11 %
  • Total Assets 218.4 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 2.97%
  • Effective Duration 7.07 years

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MFSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

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 second-highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings MFSCX

More MFSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

3.11 6.7 Mil
Cash and Equivalents

PUERTO RICO SALES TAX FING CORP SALES TAX REV 5%

2.64 5.7 Mil
municipal

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

2.35 5.1 Mil
municipal

NORTH CHARLESTON S C SWR DIST SWR REV 5%

1.62 3.5 Mil
municipal

SPARTANBURG CNTY S C SCH DIST NO 004 5.25%

1.53 3.3 Mil
municipal

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

1.49 3.2 Mil
municipal

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

1.49 3.2 Mil
municipal

SOUTH CAROLINA ST PORTS AUTH PORTS REV 5%

1.48 3.2 Mil
municipal

SOUTH CAROLINA ST PORTS AUTH PORTS REV 5%

1.46 3.2 Mil
municipal

BEAUFORT CNTY S C SCH DIST 4%

1.45 3.2 Mil
municipal