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MFS Municipal Limited Maturity I MTLIX

Quantitative rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 7.92  /  0.02 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.440%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.67%
  • Effective Duration 3.05 years

Morningstar’s Analysis MTLIX

Will MTLIX 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 I's Process Pillaris partially offset by an Average People Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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