Strength in MFS Municipal Limited Maturity C'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.
- NAV / 1-Day Return 7.92 / 0.01 %
- Total Assets 3.0 Bil
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Adj. Expense Ratio
- Expense Ratio 1.440%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Muni National Short
- Credit Quality / Interest Rate Sensitivity Medium / Limited
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.66%
- Effective Duration 3.05 years
Morningstar’s Analysis MTLCX
Will MTLCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.