MTLCX - MFS Municipal Limited Maturity C

Nasdaq - Nasdaq Delayed Price. Currency in USD

MFS Municipal Limited Maturity C

MFS Series Trust IX111 Huntington Avenue, 24th FloorBoston, MA 2199
800-225-2606
Management Information
Geoffrey L. Schechter,Lead Manager since January 13, 2000
Geoffrey L. Schechter, CFA, CPA, is an investment officer at MFS Investment Management?? (MFS??) and a portfolio manager of the firm's government securities and municipal bond portfolios. Geoff joined MFS as an investment officer in 1993 after working as a municipal credit analyst with a major insurance company. He was named portfolio manager in 1993. Geoff is a graduate of the University of Texas and has an MBA degree from Boston University. He holds the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.
Morningstar Style Box
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Morningstar Category
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Fund Overview

CategoryMuni National Short
Fund FamilyMFS
Net Assets1.75B
YTD Return2.65%
Yield1.20%
Morningstar Rating★★★
Inception DateJun 30, 1994

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover27.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMTLCXCategory Average
Annual Report Expense Ratio (net)1.54%0.66%
Prospectus Net Expense Ratio1.54%N/A
Prospectus Gross Expense Ratio1.55%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/A2.34%
Max Deferred Sales Load1.00%1.13%
3 Yr Expense Projection489N/A
5 Yr Expense Projection844N/A
10 Yr Expense Projection1,845N/A