MFS South Carolina Municipal Bond Fund Class B

 (MUTF:MBSCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week   +0.12%
   
4 week
   
-0.56%  
3 month
   
-0.60%  
YTD   +2.82%
   
1 year   +4.36%
   
3 years*   +4.53%
   
5 years*   +2.88%
   
*annualized
Best 3 month return+6.16%  
Worst 3 month return-8.09%  

Morningstar statistics

Morningstar category: Muni Single State Long
  Return Risk Rating
3 years Low Average
5 years Low Average
10 years Low Below Average
Overall Low Average

Key statistics

Total assets191.88M 
Front load-  
Deferred load4.00%  
Expense ratio1.59%  
Management fee-  
Fund familyMFS 

Asset allocation

Cash0.63%  
Stocks0.00%  
Bonds99.37%  
Other0.00%  

Purchase information

Initial$1,000  
IRA Initial$250  
12.39+0.01(0.08%)
Sep 26, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks total return with an emphasis on income exempt from federal income tax and personal income tax, if any, of South Carolina, but also considering capital appreciation. The fund invests, under normal market conditions, at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax and personal income tax, if any, of South Carolina. Interest from the fund's investments may be subject to the federal alternative minimum tax. The adviser normally invests the fund's assets primarily in municipal instruments.
Fund filings (PDF) »
Asset manager:
Michael Dawson (Started: Jan 1, 1999)
Advisor Company:
Massachusetts Financial Services Co
Fund family reports on Morningstar »
MFS, 111 Huntington Avenue, Boston, MA 02199, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.37 -1.35 -2.22 -1.72
Beta* 0.96 1.04 1.17 1.02
Mean annual return 0.42 0.44 0.28 0.27
R-squared* 92.18 94.89 95.99 93.95
Standard deviation 1.59 2.60 3.88 4.57
Sharpe ratio 3.02 1.97 0.83 0.51
* Against standard index

Top 10 holdings