MFS Muni Income;A1 (MMIDX.O)

At A Glance

You hold MMIDX.O in 0 portfolios

Net Asset Value

8.78USD

 -0.01 -0.11%

11/20/2017

Category
General Tax-Exempt
YTD Return (Cumulative)
 5.47%
Classification
Gen & Ins Muni
5 Year Return (Annualized)
 3.27%
Manager Benchmark
Lipper Gen Muni Dbt IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 over 10 years »

 MMIDX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyMFS Investment Management
Inception Date06/25/2007
Portfolio Turnover20%
Dividend Yield--
Fund ManagerSchechter/Kosty
Manager Tenure2007
MFS Investment Management
111 Huntington Avenue
Boston, MA 02199

Fees, Expenses, & Minimums

Load TypeFront end
Total Expense Ratio0.49%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$1,000
Subsequent Investments$50
Initial IRA Investments$250
Subsequent IRA Investments$50

Investment Strategy

The Fund seeks to provide as high a level of current income exempt from federal income taxes as is considered consistent with prudent investing and protection of shareholder's capital.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
222
Consistent Return
 
220
Capital Preservation
 
5772
Low Expense
 
92
Tax Efficiency (U.S. only)
 
222

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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