Morningstar

MFS New York Municipal Bond Fund Class R6 MPNYX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 8.85  /  +0.34 %
  • Total Assets 188.1M
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.500%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Muni New York Long
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.94%
  • Effective Duration 8.98 years

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 1:13 AM GMT+0

Morningstar’s Analysis MPNYX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS NY Municipal Bond R6 holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MPNYX

More MPNYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ALBANY N Y CAP RESOURCE CORP REV 5.25%

2.56 5M
municipal

NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5.5%

2.00 4M
municipal

METROPOLITAN TRANSN AUTH N Y REV 5%

1.68 3M
municipal

NEW YORK ST TWY AUTH GEN REV JR INDBT OBLIGS 5%

1.40 3M
municipal

NEW YORK N Y CITY HSG DEV CORP MULTIFAMILY HSG REV 3.95%

1.26 2M
municipal

HEMPSTEAD TOWN N Y LOC DEV CORP REV 3%

1.21 2M
municipal

NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5.25%

1.19 2M
municipal

PORT AUTH N Y & N J 4%

1.19 2M
municipal

NEW YORK N Y 5.25%

1.16 2M
municipal

NEW YORK ST TWY AUTH GEN REV 5.25%

1.15 2M
municipal

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