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MFS Municipal Limited Maturity B MTLBX

Quantitative rating as of
  • NAV / 1-Day Return 7.90  /  0.00 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.340%
  • Distribution Fee Level Low
  • Share Class Type
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.76%
  • Effective Duration 3.05 years

Morningstar’s Analysis MTLBX

Will MTLBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Strength in MFS Municipal Limited Maturity B's Process Pillaris partially offset by an Average People Pillar rating, leading to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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