MFS Municipal Intermediate Fund (MIUAX.O)

At A Glance

You hold MIUAX.O in 0 portfolios

Net Asset Value

9.34USD

0.00 0.00%

08/08/2022

Category
Short/Intermediate Tax-Exempt
YTD Return (Cumulative)
 -5.18%
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)
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Lipper Peer3 Risk & Returns Scanner

MIUAX.O — More Risk, More Return

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Compare MIUAX.O to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

ShareHolder Fees

Category Range
Initial Sales Fee4.25%
 
Deferred Sales ChargeNone
 

Annual Operating Expenses

Management Fee0.11%
 
 
Max 12b-1 Fee Ratio0.25
 
 
Early Redemption FeeNone
 
Expense Ratio0.7
 
 

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$1,125 in fees
$20,262 before
 
$19,138 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of Aug 09, 2022)

Fund or Index3Yr Annualized
Standard Deviation		Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
there is no data for this ticker

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MULMX's YTD Return outperformed MIUAX.O

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