MFS Municipal Intermediate Fund (MIUAX.O)

At A Glance

You hold MIUAX.O in 0 portfolios

Net Asset Value

10.00USD

0.00 0.00%

10/15/2021

Category
Short/Intermediate Tax-Exempt
YTD Return (Cumulative)
Classification
Intmdt Muni Debt
5 Year Return (Annualized)
--
Lipper Index
Lipper Intmdt Muni Fd IX
Lipper Leader Profile (Overall)
Total Return
N/A
Consistent Return
N/A
Capital Preservation
N/A
Low Expense
N/A
Tax Efficiency(U.S. only)

Growth of $10,000 since April, 2021 »

 MIUAX.O

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 Date05/18/2021
Portfolio Turnover0%
Dividend Yield--
Fund ManagerKosty/Schechter
Manager Tenure2021
MFS Investment Management
111 Huntington Avenue
Boston, MA 02199

Fees, Expenses, & Minimums

Load TypeFront end
Total Expense Ratio0.70%
Max 12b-1 Fee Ratio0.3x
Early Redemption Fee--
Initial Investment$1,000
Subsequent Investments--
Initial IRA Investments$250
Subsequent IRA Investments--

Investment Strategy

The Fund seeks total return with an emphasis on income exempt from federal income tax, but also considering capital appreciation. The Fund primarily invests in investment grade quality debt instruments. The Funds dollar-weighted average effective maturity will normally range between three and ten years.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
N/A
Consistent Return
N/A
Capital Preservation
N/A
Low Expense
N/A
Tax Efficiency (U.S. only)
N/A

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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