Advertisement
Skip to Content
Morningstar

MFS VA Municipal Bond C MVACX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MVACX

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

People Pillar

The People Pillar is our evaluation of the MVACX 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 MVACX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong Parent Pillar rating is n't sufficient for MFS VA Municipal Bond C to overcome lower marks in Process and other areas.

null Morningstar Manager Research

Morningstar Manager Research

Summary

This strategy retains its Morningstar Medalist Rating of Neutral. 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.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor