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MFS Municipal High Income Fund Class A (MMHYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.710.00 (0.00%)
As of 08:06AM EDT. Market open.
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MFS Municipal High Income Fund Class A

MFS Series Trust III

111 Huntington Avenue, 24th Floor

Boston, MA 2199

800-225-2606
Management Information
Gary A. Lasman,Lead Manager since March 31, 2006
Gary A. Lasman, CFA, is an Investment Officer of MFS Investment Management and Portfolio Manager of the firm's municipal bond portfolios. He joined MFS in 2002 as a municipal fixed income research analyst. Prior to that, he served an assistant portfolio manager and senior municipal analyst for Liberty Funds Group. Before that, he served as vice president in the municipal group for Thomson Financial Services; and senior account manager for The Industrial Indemnity Financial Corporation. Gary earned a Bachelor of Arts degree from the University of California and a Master of Business Administration degree from the University of Chicago. He is a member of the CFA Institute (formerly the Association for Investment Management and Research); Boston Security Analysts Society, Inc.; Boston Municipal Analysts Forum; and the National Federation of Municipal Analysts.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryHigh Yield Muni
Fund FamilyMFS
Net Assets7.1B
YTD Return-3.71%
Yield2.95%
Morningstar Rating★★★
Inception DateFeb 23, 1984

Fund Operations

Last Dividend0.02
Last Cap Gain0.00
Holdings Turnover30.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMMHYXCategory Average
Annual Report Expense Ratio (net)0.65%0.92%
Prospectus Net Expense Ratio0.65%N/A
Prospectus Gross Expense Ratio0.65%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load4.25%3.71%
Max Deferred Sales LoadN/A1.38%
3 Yr Expense Projection624N/A
5 Yr Expense Projection772N/A
10 Yr Expense Projection1,201N/A
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