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MFS┬« South Carolina Municipal Bond Fund Class A – MFSCX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
12.290.00 (0.00%)11.76 - 12.450.0

Market data as of 6:05PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - MFSCX

The investment seeks total return with an emphasis on income exempt from federal income tax and personal income tax, if any, of South Carolina, but also considering capital appreciation. 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 and personal income tax, if any, of South Carolina. Interest from the fund's investments may be subject to the federal alternative minimum tax. The adviser normally invests the fund's assets primarily in municipal instruments.

Growth of $10,000 (10 Years)

Total Return6.21%
Yield (Trailing 12 Mo.)2.99%
Expense Ratio0.89%
Front Load4.25%
Deferred LoadNone
Minimum Investment$1,000
Management Tenure16 Years
Fund Inception10/31/1984

Trailing Total Returns - MFSCX

as of 02/28/2015
TimeframeMFSCXS&P 500Muni Single State Long
1 Month-1.14%5.75%-0.96%
3 Month1.48%2.31%1.30%
1 Year7.45%15.51%7.01%
3 Year2.75%18.00%2.92%
5 Year4.03%16.18%4.42%
10 Year3.84%7.99%3.98%
Since Inception6.21%10.71%--

Sector Allocation - MFSCX

as of 02/28/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - MFSCX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$174.32M
Total Stock Holdings0
Total Bond Holdings162

Bond Credit Quality - MFSCX

as of 02/28/2015
Below B0.20%
Not Rated2.18%

Top Ten Holdings - MFSCX

as of 02/28/2015
CompanyYTD Return% of Assets
North Charleston S C Swr Dist 5%--2.33%
Charleston Edl Excellence Fing Instal 5%--2.31%
Greenville Hosp Sys S C Hosp F Hosp F 6%--2.26%
Richland Cnty S C Sch Dist 5%--2.07%
Chesterfield Cnty S C Sch Dist 5%--2.06%
Columbia S C Wtrwks & Swr Sys Rev Bds 5%--2.03%
Florence Cnty S C Hosp Rev Hosp 5%--1.97%
South Carolina St Go St Hig 5%--1.96%
South Carolina Transn Infrastr Rev Re 5%--1.95%
Piedmont Mun Pwr Agy S C Elec Elec 6.25%--1.94%

Valuation & Growth - MFSCX

as of 02/28/2015
ValuationMFSCXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - MFSCX, 3 Year

Rate Sensitivity
Ratingvs Category
ReturnBelow Avg
Key:  Lo 

Tax Analysis - MFSCX, 3 Year Avg

Pretax Return2.75%
Tax-adjusted Return1.27%
Tax Cost Ratio0.00%
Potential Cap Gains2.68%

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