Morningstar

MFS Municipal Intermediate Fund Class I MIUIX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $9.03  /  0.00
  • Fund Size $509.4M
  • Adjusted Expense Ratio 0.450%
  • Net Expense Ratio 0.450%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Muni National Interm
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 3.93%
  • Average Effective Duration 6.22 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis MIUIX

Will MIUIX 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 MIUIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Municipal Intermediate I holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings MIUIX

More MIUIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NEW ORLEANS LA AVIATION BRD REV 5.25%

0.58 3M
municipal

Currency Cash CASH_USD

0.56 3M
Cash and Equivalents

PUBLIC FIN AUTH WIS MULTIFAMILY HSG REV 4%

0.51 2M
municipal

CENTRAL TEX REGL MOBILITY AUTH REV 5%

0.50 2M
municipal

BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5%

0.46 2M
municipal

BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5%

0.45 2M
municipal

NATIONAL FIN AUTH N H SOLID WASTE DISP REV 3.25%

0.45 2M
municipal

BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5%

0.44 2M
municipal

BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5%

0.43 2M
municipal

PUBLIC FIN AUTH WIS NHP FNDTN SECD REV 4%

0.43 2M
municipal

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