MFS CA Municipal Bond C
500 Boylston St 15th Fl Boston MA 02116
Map
Phone: 800-225-2606
| Category: | Muni California Long | | Fund Family: | MFS | | Net Assets: | 36.75M | | Year-to-Date Return: | 16.50% | | Yield: | 3.79% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jan-94 |
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Michael L. Dawson
Lead Manager since
01-Jan-99 | | | Dawson is assistant vice president and a portfolio manager of all state municipal bond funds at MFS Investment Management. He joined the firm in 1998 and became portfolio manager in 1999. Previously, he work in institutional sales-fixed income for Fidelity Capital Markets and Goldman Sachs. Prior to that, he was a research analyst in the municipal bonds group at Franklin Templeton. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return with an emphasis on income exempt from federal income tax and personal income tax, if any, of the named state, but also considering capital appreciation. The fund normally invests at least 80% of assets in securities and other investments. It may invest 25% or more of assets in municipal instruments. The fund primarily invests assets in investment-grade debt instruments, but may also invest in lower quality debt instruments. It may invest a high percentage of assets in municipal issuers of the named state. |
| Last Dividend
(30-Nov-09):
| 0.02 | | Last Cap Gain
(30-Nov-05):
| 0.01 | | Annual Holdings Turnover
| 27.00% | | Average for Category:
| 31.92% |
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| Expense | MCCAX | Category
Avg | | Total Expense Ratio: | %
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.29% | | Max Deferred Sales Load: | 1.00%
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $559 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $800 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,485 |
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