Mutual Fund Insights: MFS PA Municipal Bond A Fund (MFPAX)

In-depth Analysis of MFS PA Municipal Bond A Fund (MFPAX)

3 months 6 months 1 year 3 year 5 year

See MFS PA Municipal Bond A Fund (MFPAX) performance details as of January 31, 2010

  

Last Trade: $10.09 on 3/17/2010, Change: 0.00 (0%)

  

Fund Manager - Michael L. Dawson

Fund Manager Tenure: 11.2 years
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

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.  Get more insights on Michael L. Dawson

  

 What we like about MFS PA Municipal Bond A Fund (MFPAX)

Data for MFS PA Municipal Bond A Fund (MFPAX) as of January 31, 2010

• MFS PA Municipal Bond A Fund (MFPAX) management has been with MFS PA Municipal Bond A Fund for 11.2 years
• MFS PA Municipal Bond A Fund (MFPAX) has good short-term performance (1-year return 12.57% vs 11.86% Muni Pennsylvania category average)
• MFS PA Municipal Bond A Fund (MFPAX) has good mid-term performance (3-year return 3.83% vs 2.92% Muni Pennsylvania category average)
• MFS PA Municipal Bond A Fund (MFPAX) has good Long-term performance (5-year return 3.77% vs 3.08% Muni Pennsylvania category average)
• MFS PA Municipal Bond A Fund (MFPAX) ratio of up-years vs down years is greater than 2
• MFS PA Municipal Bond A Fund (MFPAX) has a Morningstar rating of 4 and above
• MFS PA Municipal Bond A Fund (MFPAX) is less volatile than its peers as it has a 3-year Standard Deviation of 6.22, lower than category average of 6.99
• MFS PA Municipal Bond A Fund (MFPAX) has a lower management fee than its Muni Pennsylvania average: 0.80% vs 1.07%

  

 What we are cautious about MFS PA Municipal Bond A Fund (MFPAX)

Data for MFS PA Municipal Bond A Fund (MFPAX) as of January 31, 2010

• MFS PA Municipal Bond A Fund (MFPAX) carries a 4.75% load

See MFS PA Municipal Bond A Fund (MFPAX) performance details as of January 31, 2010

  

  

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MFS PA Municipal Bond A Fund (MFPAX) Net Asset

Track net asset change of MFS PA Municipal Bond A fund (MFPAX)

Date	Net Asset
01/2010	$109.78M
11/2009	$103.49M
10/2009	$101.91M

More historic net asset information on MFS PA Municipal Bond A Fund (MFPAX)

  

MFS PA Municipal Bond A Fund (MFPAX) Portfolio Allocation

Track portfolio allocation change of MFS PA Municipal Bond A fund (MFPAX)

Date	Cash	Stock	Bond	Other
10/2009	0.73%	0%	99.27%	0%
09/2009	0.82%	0%	99.18%	0%
08/2009	3.08%	0%	96.92%	0%

Click here to see more historic asset allocation information on MFS PA Municipal Bond A Fund (MFPAX)

  

Most Recent Top 10 Holdings in MFS PA Municipal Bond A Fund (MFPAX)

Discover what MFS PA Municipal Bond A Fund (MFPAX) manager is buying

31-Oct-09 Reading Pa Sch Dist 5% [1.88%] State Pub Sch Bldg Auth 5% [1.68%] Pennsylvania St Tpk Commn Oil Rev Bds 5% [1.51%] Upper Moreland Twp Pa Sch Dist 5% [1.41%] Unity Twp Pa Mun Auth 5% [1.4%] Pennsylvania St Higher Ed Assi Rev Bd 5% [1.25%] Univ Area Jt Auth 5% [1.19%] Scranton Pa Sch Dist 5% [1.17%] Pennsylvania Hsg Fin Agy Single Fa 5.1% [1.14%] Deer Lakes Sch Dist 5.375% [1.1%]

30-Sep-09 Reading Pa Sch Dist 5% [1.9%] State Pub Sch Bldg Auth 5% [1.74%] Pennsylvania St Tpk Commn Oil Rev Bds 5% [1.52%] Upper Moreland Twp Pa Sch Dist 5% [1.42%] Unity Twp Pa Mun Auth 5% [1.39%] Pennsylvania St Higher Ed Assi Rev Bd 5% [1.24%] Univ Area Jt Auth 5% [1.22%] Scranton Pa Sch Dist 5% [1.18%] Pennsylvania Hsg Fin Agy Single Fa 5.1% [1.16%] Deer Lakes Sch Dist 5.375% [1.14%]

31-Aug-09 Reading Pa Sch Dist 5% [1.97%] State Pub Sch Bldg Auth 5% [1.77%] Pennsylvania St Tpk Commn Oil Rev Bds 5% [1.57%] Upper Moreland Twp Pa Sch Dist 5% [1.49%] Unity Twp Pa Mun Auth 5% [1.43%] Pennsylvania St Higher Ed Assi Rev Bd 5% [1.3%] Univ Area Jt Auth 5% [1.23%] Pennsylvania Hsg Fin Agy Single Fa 5.1% [1.21%] Scranton Pa Sch Dist 5% [1.2%] Deer Lakes Sch Dist 5.375% [1.15%]

Click here for Stock Holding Change Map in MFS PA Municipal Bond A Fund (MFPAX)

  

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Latest News on MFS PA Municipal Bond A (MFPAX)

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See more information on MFS PA Municipal Bond A Fund (MFPAX)

• MFS PA Municipal Bond A Fund Insights
• MFS PA Municipal Bond A Fund Performance Data
• MFS PA Municipal Bond A Fund News
• MFS PA Municipal Bond A Fund Score Explaination
• MFS PA Municipal Bond A Fund Manager Information
• Historic MFS PA Municipal Bond A Fund Asset Allocation Report
• Historic MFS PA Municipal Bond A Fund Top 10 Holding Tracking
• Historic MFS PA Municipal Bond A Fund Asset Under Management Tracking