Morningstar

MFS South Carolina Municipal Bond Fund Class I MTSCX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 9.01  /  0.00
  • Total Assets 257.1M
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.610%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Muni Single State Long
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.67%
  • Effective Duration 8.72 years

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 1:10 AM GMT+0

Morningstar’s Analysis MTSCX

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

  • People Pillar

    The People Pillar is our evaluation of the MTSCX 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 MTSCX’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 I holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MTSCX

More MTSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

2.95 7M
Cash and Equivalents

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

1.53 4M
municipal

PUERTO RICO SALES TAX FING CORP SALES TAX REV 5%

1.44 4M
municipal

CHARLESTON S C WTRWKS & SWR REV 5%

1.28 3M
municipal

SPARTANBURG CNTY S C SCH DIST NO 004 5.25%

1.26 3M
municipal

SOUTH CAROLINA ST PORTS AUTH PORTS REV 5%

1.23 3M
municipal

SOUTH CAROLINA JOBS-ECONOMIC DEV AUTH HOSP REV 5.25%

1.21 3M
municipal

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

1.14 3M
municipal

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

1.14 3M
municipal

SOUTH CAROLINA ST HSG FIN & DEV AUTH MTG REV 5.75%

1.11 3M
municipal

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