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MFS Municipal Intermediate R6 (MIURX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.190.00 (0.00%)
At close: 08:05AM EDT

MFS Municipal Intermediate R6

Boston, MA 2199

111 Huntington Avenue, 24th Floor

MFS Municipal Series Trust

1-800-637-2929
Management Information
Geoffrey L. Schechter,Lead Manager since May 17, 2021
Geoffrey L. Schechter, CFA, CPA, is an investment officer at MFS Investment Management® (MFS®) and a portfolio manager of the firm's government securities and municipal bond portfolios. Geoff joined MFS as an investment officer in 1993 after working as a municipal credit analyst with a major insurance company. He was named portfolio manager in 1993. Geoff is a graduate of the University of Texas and has an MBA degree from Boston University. He holds the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMuni National Interm
Fund FamilyMFS
Net Assets177.32M
YTD Return-0.43%
Yield3.54%
Morningstar RatingN/A1
Inception DateMay 17, 2021

Fund Operations

Last Dividend0.11
Last Cap Gain-2.00
Holdings Turnover39.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMIURXCategory Average
Annual Report Expense Ratio (net)1.45%0.68%
Prospectus Net Expense Ratio1.45%N/A
Prospectus Gross Expense Ratio1.68%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.56%
Max Deferred Sales LoadN/A1.22%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A