MFS Municipal Income Fund Class R6 MPMNX Strategy

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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.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
MIMIX
MFS Municipal Income Fund Class IInstitutionalOpen $3.16B0.540%Average$0$862.27M
MFIAX
MFS Municipal Income Fund Class AFront LoadOpen $2.12B0.790%Average$1,000−$109.48M
MMIDX
MFS Municipal Income Fund Class A1Front LoadLimited $183.67M0.540%Low$1,000−$26.56M
MMIBX
MFS Municipal Income Fund Class BDeferred LoadClosed $173,354.001.540%Below Average$1,000−$327,426.30
MMIGX
MFS Municipal Income Fund Class B1Deferred LoadLimited $47,865.001.290%Low$1,000$541.78
MMICX
MFS Municipal Income Fund Class CLevel LoadOpen $26.11M1.540%Above Average$1,000−$10.92M
MPMNX
MFS Municipal Income Fund Class R6Retirement, LargeOpen $1.20B0.470%Below Average$0$64.97M

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