|
Fund |
| Fund name: MFS AL Municipal Bond A
|
| Symbol: MFALX
|
Portfolio contains these types of investments:
GU Guam Pwr 5.956% - AL Birmingham Dwntwn Redev 0% - AL Limestone Wtr 5.5% AL Montgomery Med Clinic Brd 7% - AL Birmingham GO 5.75% AL De Kalb/Cherokee Gas Dist 5.4% AL Bldg Renovation Fin 6% - AL Tarrant Indl Dev Brd FRN - AL Bldg Renovation Fin 7.45% AL Shelby GO FRN
|
| Minimum Investment: $1,000
|
| 1-Year Profit Projection: N/A
|
Brief fund description:
MFS Alabama Municipal Bond Fund - Class A seeks to provide current income exempt from federal and Alabama state income taxes. The fund normally invests at least 80% of assets in Alabama municipal obligations. The fund may invest no more than one-third of assets in securities rated below A. It may invest in securities subject to the Alternative Minimum Tax. The fund is nondiversified. Class A shares have front loads; B shares have deferred loads, higher 12b-1 fees, and conversion features. Prior to Aug. 3, 1992, the fund was named MFS Managed Multi-State Municipal Bond Trust Alabama Series.
|
|
|
|
Expenses
|
| Annual expense ratio: 0.89
|
| Tax Efficiency: N/A
|
Load Type:
|
| Load Percentage: 4.75
|
|
|
|
Performance
|
| Performance 3 Months: 1.57
|
| Performance Year to Date: 4.96
|
| Performance 12 Months: 2.43
|
| Performance 3 Years: 4.01
|
| Performance 5 Years: 5.19
|
|
|
|
Additional Comments
|
Fund Features:
N/A
|
Fund Strategy:
N/A
|
