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MFS┬« Municipal Limited Maturity Fund Class B – MTLBX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
8.170.00 (0.00%)8.08 - 8.230.0

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

Overview - MTLBX

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 Return2.71%
Yield (Trailing 12 Mo.)0.83%
Expense Ratio1.54%
Front LoadNone
Deferred Load4.00%
Minimum Investment$1,000
Management Tenure15 Years
Fund Inception09/07/1993

Trailing Total Returns - MTLBX

as of 02/28/2015
TimeframeMTLBXS&P 500Muni National Short
1 Month-0.55%5.75%-0.27%
3 Month0.32%2.31%0.18%
1 Year1.45%15.51%0.95%
3 Year0.80%18.00%0.94%
5 Year1.90%16.18%1.70%
10 Year2.39%7.99%2.42%
Since Inception2.71%10.71%--

Sector Allocation - MTLBX

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

Asset Allocation - MTLBX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$1.64B
Total Stock Holdings0
Total Bond Holdings676

Bond Credit Quality - MTLBX

as of 02/28/2015
Below B0.00%
Not Rated-0.43%

Top Ten Holdings - MTLBX

as of 02/28/2015
CompanyYTD Return% of Assets
Fairfax Cnty Va Pub Impt 4%--1.38%
Florida St Brd Ed Lottery Rev Rev Ref 5%--1.04%
Maine St Go Bds 5%--0.79%
Tobacco Settlement Fing Corp N Asse 4.5%--0.74%
Wisconsin St Go Bds 5%--0.71%
Maryland St Go Ref Bd 4.5%--0.69%
Maryland St Go Bds 5%--0.68%
Hawaii St Go S 12 5.000 Nov 01 20--0.67%
Minnesota Pub Facs Auth 5%--0.67%
New Mexico Mun Engy Acquisit Ref Bds 5%--0.67%

Valuation & Growth - MTLBX

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

Morningstar Summary - MTLBX, 3 Year

Rate Sensitivity
Ratingvs Category
RiskAbove Avg
ReturnBelow Avg
Key:  Lo 

Tax Analysis - MTLBX, 3 Year Avg

Pretax Return0.80%
Tax-adjusted Return-0.19%
Tax Cost Ratio0.00%
Potential Cap Gains2.51%

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