Morningstar

MFS South Carolina Municipal Bond Fund Class R6 MPOCX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $8.36  /  +0.84 %
  • Fund Size $236.5M
  • Adjusted Expense Ratio 0.550%
  • Net Expense Ratio 0.540%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Large
  • Morningstar Category Muni Single State Long
  • Fixed-Income Style Box (Funds) Medium/Extensive
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 4.14%
  • Average Effective Duration 8.21 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis MPOCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS SC 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
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Portfolio Holdings MPOCX

More MPOCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

2.57 7M
Cash and Equivalents

BEAUFORT-JASPER S C WTR & SWR AUTH WTRWKS & SWR SYS REV 4%

1.47 4M
municipal

PUERTO RICO SALES TAX FING CORP SALES TAX REV 5%

1.38 4M
municipal

SPARTANBURG CNTY S C SCH DIST NO 004 5.25%

1.24 3M
municipal

CHARLESTON S C WTRWKS & SWR REV 5%

1.23 3M
municipal

SOUTH CAROLINA ST PORTS AUTH PORTS REV 5%

1.19 3M
municipal

GRAND STRAND WTR & SWR AUTH S C WTRWKS & SWR SYS REV 5%

1.11 3M
municipal

SPARTANBURG S C REGL HEALTH SVCS DIST INC HOSP REV 4%

1.09 3M
municipal

ROCK HILL S C UTIL SYS REV 5%

1.05 3M
municipal

SOUTH CAROLINA JOBS-ECONOMIC DEV AUTH HEALTH CARE FACS REV 5.25%

1.01 3M
municipal

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