Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
3.08% -14.15% 245.89M 80378.17
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
4.62% 28.00% -- Upgrade

Basic Info

Investment Strategy
The fund’s investment objective is to seek high current income exempt from federal income tax, but may also consider capital appreciation. The fund’s objective may be changed without shareholder approval.
General
Security Type Closed-End Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Category Name High Yield Muni
Category Index Bloomberg 65% High Grade/35% HY TR USD
Global Category Name US Municipal Fixed Income
YCharts Categorization US Municipal Bond
YCharts Benchmark Bloomberg Municipal Bond (^BBMBTR)
Prospectus Objective Municipal Bond - National
Fund Owner Firm Name MFS
Prospectus Benchmark Index
Bloomberg Municipal TR USD 100.0%
Broad Asset Class Benchmark Index
^BBMBTR 100.0%
Manager Tenure
Geoffrey Schechter 19.27 yrs
Jason Kosty 3.01 yrs
Michael Dawson 2.09 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 15, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
9.45%
-5.55%
20.86%
-0.86%
9.45%
-22.62%
4.12%
0.62%
5.45%
1.28%
7.54%
5.21%
1.52%
-8.53%
6.40%
-1.25%
13.34%
-6.38%
22.07%
-0.83%
5.15%
-27.86%
6.39%
0.02%
10.80%
-4.44%
19.14%
-2.15%
7.38%
-27.19%
10.28%
-0.44%
12.81%
-13.60%
20.59%
2.99%
10.51%
-27.02%
3.18%
-1.54%
9.09%
-12.12%
24.78%
4.26%
4.18%
-24.10%
0.09%
1.11%
As of April 15, 2024.

Asset Allocation

As of February 29, 2024.
Type % Net % Long % Short
Cash 0.69% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 99.31% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The fund’s investment objective is to seek high current income exempt from federal income tax, but may also consider capital appreciation. The fund’s objective may be changed without shareholder approval.
General
Security Type Closed-End Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Category Name High Yield Muni
Category Index Bloomberg 65% High Grade/35% HY TR USD
Global Category Name US Municipal Fixed Income
YCharts Categorization US Municipal Bond
YCharts Benchmark Bloomberg Municipal Bond (^BBMBTR)
Prospectus Objective Municipal Bond - National
Fund Owner Firm Name MFS
Prospectus Benchmark Index
Bloomberg Municipal TR USD 100.0%
Broad Asset Class Benchmark Index
^BBMBTR 100.0%
Manager Tenure
Geoffrey Schechter 19.27 yrs
Jason Kosty 3.01 yrs
Michael Dawson 2.09 yrs

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