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Morningstar

MFS Municipal High Income A MMHYX

Morningstar Analyst Rating
Analyst rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 7.45  /  0.26 %
  • Total Assets 4.4 Bil
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.600%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category High Yield Muni
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.96%
  • Effective Duration 9.90 years

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis MMHYX

Will MMHYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MMHYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MMHYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MMHYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This remains a solid high-yield muni option.

Analyst

Summary

| by Thomas Murphy

MFS Municipal High Income’s experienced and collaborative team employs a structured, bottom-up approach underpinned by strong analytical tools and a focus on risk management. The strategy earns a Morningstar Analyst Rating of Silver through Bronze on its cheapest share classes, while its pricier share classes are rated Neutral.

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