Effective March 1, 2022, Megan Poplowski will be disclosed as a named portfolio manager on MFS Municipal High Income and MFS Municipal Income, among several others. Poplowski, who brings more than 20 years of experience to the role, joined MFS in 2015 as a fixed-income analyst. She was named the team's director of municipal research in 2017, and her responsibilities include overseeing a team of municipal-bond analysts and working closely with portfolio managers to ensure that investment ideas are properly positioned within portfolios. She held positions at Eaton Vance Management, Financial Guaranty Insurance, and Moody's Investors Service prior to joining MFS.
MFS Municipal High Income B MMHBX
NAV / 1-Day Return
7.48
/
0.16
%
Total Assets
5.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.370%
Expense Ratio
1.370%
Fee Level
Low
Longest Manager Tenure
19.84
years
Category
High Yield Muni
Credit Quality / Interest Rate Sensitivity
—Min. Initial Investment
1,000
Status
Closed
TTM Yield
2.52%
Effective Duration
8.72
years
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MMHBX 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 MMHBX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MMHBX 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 MMHBX’s parent organization’s priorities and whether they’re in line with investors’ interests.
MFS Announces Manager Changes for Several Muni Funds; Ratings Remain Unchanged
