Note: The following information has not been updated by the vendor since 07/23/04.
Address: | 500 Boylston Street |
Boston, MA 02116 | |
Phone # for sales: | 617 954 5000 |
Website: | www.mfs.com |
Click link to request additional product information. |
Fund | Expenses | Performance | Additional Comments
Fund TOP |
Fund name: MFS AL Municipal Bond A |
Symbol: MFALX |
Portfolio contains these types of investments: GU Guam Pwr 5.956% - AL Birmingham Dwntwn Redev 0% - AL Limestone Wtr 5.5% AL Montgomery Med Clinic Brd 7% - AL Birmingham GO 5.75% AL De Kalb/Cherokee Gas Dist 5.4% AL Bldg Renovation Fin 6% - AL Tarrant Indl Dev Brd FRN - AL Bldg Renovation Fin 7.45% AL Shelby GO FRN |
Minimum Investment: $1,000 |
1-Year Profit Projection: N/A |
Brief fund description: MFS Alabama Municipal Bond Fund - Class A seeks to provide current income exempt from federal and Alabama state income taxes. The fund normally invests at least 80% of assets in Alabama municipal obligations. The fund may invest no more than one-third of assets in securities rated below A. It may invest in securities subject to the Alternative Minimum Tax. The fund is nondiversified. Class A shares have front loads; B shares have deferred loads, higher 12b-1 fees, and conversion features. Prior to Aug. 3, 1992, the fund was named MFS Managed Multi-State Municipal Bond Trust Alabama Series. |
|
Annual expense ratio: 0.89 |
Tax Efficiency: N/A |
Load Type:
|
Load Percentage: 4.75 |
|
Performance 3 Months: 1.57 |
Performance Year to Date: 4.96 |
Performance 12 Months: 2.43 |
Performance 3 Years: 4.01 |
Performance 5 Years: 5.19 |
|
Fund Features: N/A |
Fund Strategy: N/A |
Vendors posting to Traders’ Resource are responsible for their own listing (full disclaimer).
Questions or Comments? Send message to: Survey@Traders.com