fundvisualizer.com

MFS SC Municipal Bond BMBSCX

Performance (before sales charge)

As of 02/28/2023

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 02/28/2023
Stock
0.00%
Non-U.S. Stock
0.00%
Bond
93.52%
Non-U.S. Bond
5.33%
Preferred
0.00%
Convertible
0.00%
Cash
1.15%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 02/28/2023

Basic materials

0.00%

Consumer cyclical

0.00%

Financial services

0.00%

Real estate

0.00%

Consumer defensive

0.00%

Health care

0.00%

Utilities

0.00%

Communication services

0.00%

Energy

0.00%

Industrials

0.00%

Technology

0.00%

Top 10 holdings

As of 02/28/2023

SOUTH ISLAND PUB SVC DIST S C WTRWKS & SWR SYS REV 4.5%
2.44%
CHARLESTON EDL EXCELLENCE FING CORP S C REV 5%
1.76%
NORTH CHARLESTON S C SWR DIST SWR REV 5%
1.68%
PIEDMONT MUN PWR AGY S C ELEC REV 5%
1.61%
PUERTO RICO SALES TAX FING CORP SALES TAX REV 5%
1.61%
SPARTANBURG CNTY S C SCH DIST NO 004 5.25%
1.59%
GREENWOOD FIFTY SCH FACS INC S C INSTALLMENT PUR REV 5%
1.54%
BEAUFORT CNTY S C SCH DIST 4%
1.52%
SOUTH CAROLINA ST PORTS AUTH PORTS REV 5%
1.50%
SOUTH CAROLINA ST PORTS AUTH PORTS REV 5.25%
1.49%
Fund assets

$209.97 Million

Share class

B

Morningstar category

Muni Single State Long

Expense ratio

1.59%

Investment objective

Municipal Bond - Single State

Documents
    Compare against similar funds*

    * “Similar funds” are top 10 performing funds in the same Morningstar category and share class , defaulted to 5 Year at NAV.