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MTLCX:NASDAQ

MFS┬« Municipal Limited Maturity Fund Class C – MTLCX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
8.170.00 (0.00%)8.04 - 8.190.0

Market data as of 6:05PM 09/29/14. 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 Return2.84%
Yield (Trailing 12 Mo.)0.79%
Expense Ratio1.54%
Front LoadNone
Deferred Load1.00%
Minimum Investment$1,000
Management Tenure15 Years
Fund Inception07/01/1994

Trailing Total Returns - MTLCX

as of 08/31/2014
TimeframeMTLCXS&P 500Muni National Short
1 Month0.43%4.00%0.30%
3 Month0.44%4.68%0.32%
Year-to-Date2.39%9.89%1.57%
1 Year3.33%25.25%2.42%
3 Year1.40%20.61%1.41%
5 Year2.24%16.88%1.96%
10 Year2.26%8.38%2.34%
Since Inception2.84%10.69%--

Sector Allocation - MTLCX

as of 08/31/2014
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Healthcare--
Utilities--
Communication Services--
Energy--
Industrials--
Technology--

Asset Allocation - MTLCX

as of 08/31/2014
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
88.3288.32
Other0.00
 
 
0.000.00
Foreign Stock0.00
 
 
0.000.00
Foreign Bond0.00
 
 
0.700.70
Total0.0089.0289.02
Cash0.12
 
 
11.1010.98
Total Net Assets$1.58B
Total Stock Holdings0
Total Bond Holdings618

Bond Credit Quality - MTLCX

as of 08/31/2014
AAA15.18%
AA36.24%
A32.91%
BBB13.68%
BB1.06%
B0.96%
Below B0.00%
Not Rated-0.03%

Top Ten Holdings - MTLCX

as of 08/31/2014
CompanyYTD Return% of Assets
Fairfax Cnty Va Pub Impt 4%--1.48%
Florida St Brd Ed Lottery Rev Rev Ref 5%--1.10%
Maine St Go Bds 5%--0.81%
Tobacco Settlement Fing Corp N Asse 4.5%--0.76%
Wisconsin St Go Bds 5%--0.75%
Maryland St Go Bds 5%--0.73%
Maryland St Go Ref Bd 4.5%--0.73%
Hawaii St Go S 12 5.000 Nov 01 20--0.70%
Minnesota Pub Facs Auth 5%--0.70%
New Mexico Mun Engy Acquisit Ref Bds 5%--0.69%

Valuation & Growth - MTLCX

as of 08/31/2014
ValuationMTLCXCategory Range
Price/Earnings--
Price/Book--
Price/Sales--
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 
 Hi

Morningstar Summary - MTLCX, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
RiskAbove Avg
ReturnAvg
Key:  Lo 
 Hi

Tax Analysis - MTLCX, 3 Year Avg

Pretax Return1.40%
Tax-adjusted Return1.40%
Tax Cost Ratio0.00%
Potential Cap Gains2.35%

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