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MFS WV Municipal Bond A MFWVX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 10.19  /  0.11 %
  • Total Assets 94.2 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • 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 2.92%
  • Effective Duration 6.98 years

Morningstar’s Analysis MFWVX

Will MFWVX outperform in future?

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

Strength in MFS WV 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.

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Portfolio Holdings MFWVX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 170
  • Other Holdings 1
  • % Assets in Top 10 Holdings 21.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WEST VIRGINIA ST 5%

2.30
2,166,201
municipal

WEST VIRGINIA UNIV REVS 5.25%

2.28
2,150,030
municipal

WEST VIRGINIA UNIV REVS 5%

2.28
2,149,233
municipal

WEST VIRGINIA ST HOSP FIN AUTH HOSP REV 4%

2.28
2,148,337
municipal

MORGANTOWN W VA 5%

2.25
2,122,311
municipal

PUERTO RICO SALES TAX FING CORP SALES TAX REV 5%

2.22
2,089,198
municipal

WEST VIRGINIA ECONOMIC DEV AUTH LEASE REV 5%

2.14
2,020,008
municipal

WEST VA ST SCH BLDG AUTH LOTTERY REV 3%

2.08
1,963,852
municipal

BERKELEY CNTY W VA PUB SVC SWR DIST SWR REV 5%

1.88
1,772,879
municipal

BERKELEY CNTY W VA BLDG COMMN LEASE REV 4%

1.85
1,746,653
municipal