An experienced team equipped with strong analytic tools remains at the helm of MFS Municipal Income. The strategy earns a Morningstar Analyst Rating of Bronze on its cheaper share classes and Neutral on its more expensive shares.
Will MMIDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MMIDX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MMIDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MMIDX’s parent organization’s priorities and whether they’re in line with investors’ interests.