Morningstar

MFS California Municipal Bond Fund Class R6 MPOAX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 9.04  /  −0.11 %
  • Total Assets 829.3M
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.500%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Muni California Long
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.69%
  • Effective Duration 9.09 years

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 1:10 AM GMT+0

Morningstar’s Analysis MPOAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS CA Municipal Bond R6 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored 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 MPOAX

More MPOAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CALIFORNIA MUN FIN AUTH MULTIFAMILY HSG REV 4.4%

1.23 10M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

1.15 9M
municipal

LOS ANGELES CALIF HSG AUTH MULTIFAMILY HSG REV 4.5%

1.02 8M
municipal

CALIFORNIA MUN FIN AUTH CTFS PARTN 5.25%

1.00 8M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

0.99 8M
municipal

OAKLAND CALIF UNI SCH DIST ALAMEDA CNTY 5.25%

0.92 8M
municipal

INGLEWOOD CALIF JT PWRS AUTH LEASE REV 5.25%

0.79 6M
municipal

CALIFORNIA HSG FIN AGY LTD OBLIG MULTIFAMILY HSG REV 4.25%

0.74 6M
municipal

CALIFORNIA HEALTH FACS FING AUTH REV 5%

0.73 6M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

0.67 5M
municipal

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