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MFS WV Municipal Bond A MFWVX

Quantitative rating as of
  • NAV / 1-Day Return 10.28  /  0.01 %
  • Total Assets 99.2 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.870%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Muni Single State Long
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.50%
  • Effective Duration 8.55 years

Morningstar’s Analysis MFWVX

Will MFWVX outperform in future?

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

Summary

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A strong Parent Pillar rating isn't sufficient for MFS WV Municipal Bond A to overcome lower marks in Process and other areas. This strategy retains its Morningstar Quantitative Rating of Neutral. 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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