MTALX – MFS MA Municipal Bond I Investment Strategy | Morningstar

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Strategy

The investment seeks total return with an emphasis on income exempt from U.S. federal income tax and personal income tax, if any, of Massachusetts, but also considering capital appreciation. The fund invests, under normal market conditions, at least 80% of its net assets in securities and other investments, the interest on which is exempt from U.S. federal income tax and personal income tax, if any, of Massachusetts. It may also invest the fund's assets in taxable instruments, including municipal instruments of other states.

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
MTALX	MFS Massachusetts Municipal Bond Fund Class I	Institutional	Open			Apr 1, 2016	$205.06M	0.570%	Above Average	$0	$13.06M
MFSSX	MFS Massachusetts Municipal Bond Fund Class A	Front Load	Open			Apr 9, 1985	$193.28M	0.820%	Above Average	$1,000	$18.67M
MBMAX	MFS Massachusetts Municipal Bond Fund Class B	Deferred Load	Closed			Sep 7, 1993	$40,420.00	1.570%	High	$1,000	−$1,039.22
MPMAX	MFS Massachusetts Municipal Bond Fund Class R6	Retirement, Large	Open			Aug 1, 2017	$12.93M	0.500%	Low	$0	$1.57M

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