MFS Municipal Income Fund Class A1 MMIDX Strategy
Strategy
The investment seeks total return with an emphasis on income exempt from federal income tax, but also considering capital appreciation. MFS (Massachusetts Financial Services Company, the fund's investment adviser) normally invests the fund’s assets primarily in municipal instruments. The fund invests normally at least 80% of its net assets in securities and other investments, the interest on which is exempt from U.S. federal income tax. It may invest 25% or more of its total assets in municipal instruments that finance similar projects, such as those relating to education, healthcare, housing, utilities, water, or sewers.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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MIMIX
| MFS Municipal Income Fund Class I | Institutional | Open | $3.16B | 0.540% | Average | $0 | $862.27M | |||
MFIAX
| MFS Municipal Income Fund Class A | Front Load | Open | $2.12B | 0.790% | Average | $1,000 | −$109.48M | |||
MMIDX
| MFS Municipal Income Fund Class A1 | Front Load | Limited | $183.67M | 0.540% | Low | $1,000 | −$26.56M | |||
MMIBX
| MFS Municipal Income Fund Class B | Deferred Load | Closed | $173,354.00 | 1.540% | Below Average | $1,000 | −$327,426.30 | |||
MMIGX
| MFS Municipal Income Fund Class B1 | Deferred Load | Limited | $47,865.00 | 1.290% | Low | $1,000 | $541.78 | |||
MMICX
| MFS Municipal Income Fund Class C | Level Load | Open | $26.11M | 1.540% | Above Average | $1,000 | −$10.92M | |||
MPMNX
| MFS Municipal Income Fund Class R6 | Retirement, Large | Open | $1.20B | 0.470% | Below Average | $0 | $64.97M |
United States