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MFS Municipal Limited Maturity Fund Class C – MTLCX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
8.270.00 (0.00%)8.12 - 8.290.0

Market data as of 6:05PM 07/26/16. Quotes are delayed by at least 15 min.

Overview - MTLCX

The investment seeks total return with an emphasis on income exempt from federal income tax, but also considering capital preservation. 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. Interest from the fund's investments may be subject to the federal alternative minimum tax. Its investment adviser normally invests the fund's assets primarily in municipal instruments. The fund's dollar-weighted average effective maturity will normally not exceed five years.

Growth of $10,000 (10 Years)

Total Return2.72%
Yield (Trailing 12 Mo.)0.94%
Expense Ratio1.55%
Front LoadNone
Deferred Load1.00%
Minimum Investment$1,000
Management Tenure16 Years
Fund Inception07/01/1994

Trailing Total Returns - MTLCX

as of 06/30/2016
TimeframeMTLCXS&P 500Muni National Short
1 Month0.82%0.26%0.48%
3 Month1.00%2.46%0.68%
1 Year2.94%3.99%2.05%
3 Year1.70%11.66%1.41%
5 Year1.67%12.10%1.52%
10 Year2.44%7.42%2.44%
Since Inception2.72%10.45%--

Sector Allocation - MTLCX

as of 06/30/2016
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - MTLCX

as of 06/30/2016
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$1.56B
Total Stock Holdings0
Total Bond Holdings724

Bond Credit Quality - MTLCX

as of 06/30/2016
Below B1.94%
Not Rated1.32%

Top Ten Holdings - MTLCX

as of 06/30/2016
CompanyYTD Return% of Assets
Pennsylvania St Go Bds 5%--1.26%
New York St Urban Dev Corp Rev St Per 5%--0.84%
Texas Transn Commn St Hwy Fd R First 5%--0.82%
Cook Cnty Ill Go Ref Bd 5%--0.75%
Tobacco Settlement Fing Corp N Asse 4.5%--0.72%
Hawaii St Go S 12 5.000 Nov 01 20--0.68%
New Mexico Mun Engy Acquisit Ref Bds 5%--0.68%
Massachusetts St Sch Bldg Auth 5%--0.67%
Minnesota Pub Facs Auth 5%--0.67%
Michigan Fin Auth 5%--0.67%

Valuation & Growth - MTLCX

as of 06/30/2016
ValuationMTLCXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - MTLCX, 3 Year

Rate Sensitivity
Ratingvs Category
RiskAbove Avg
Key:  Lo 

Tax Analysis - MTLCX, 3 Year Avg

Pretax Return1.70%
Tax-adjusted Return1.70%
Tax Cost Ratio0.00%
Potential Cap Gains3.13%

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