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Fund Intelligence | Best Managers | MMHCX Insights | MMHCX Score | MMHCX Performance | MMHCX Manager | MMHCX News | MMHCX Allocation | MMHCX Holdings Change

Mutual Fund Insights: MFS Municipal High-Income C Fund (MMHCX)

In-depth Analysis of MFS Municipal High-Income C Fund (MMHCX)

Mutual fund chart: MFS Municipal High-Income C Fund (MMHCX)

3 months
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See MFS Municipal High-Income C Fund (MMHCX) performance details as of January 31, 2010

  

    Last Trade: $7.48 on 3/12/2010, Change: 0.00 (0%)

  

Fund Manager - Geoffrey L. Schechter

Fund Manager Tenure: 7.6 years   [Similar Funds: MMHBX  MMHYX ]
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)
Schechter is a senior vice president and portfolio manager with Massachusetts Financial Services Company. He joined the firm 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, assistant vice president in 1994 and vice president in 1995. Schechter holds the Chartered Financial Analyst and the Certified Public Accountant designations.  Get more insights on Geoffrey L. Schechter

  

What we like about MFS Municipal High-Income C Fund (MMHCX) What we like about MFS Municipal High-Income C Fund (MMHCX)

Data for MFS Municipal High-Income C Fund (MMHCX) as of January 31, 2010

  • MFS Municipal High-Income C Fund (MMHCX) management has been with MFS Municipal High-Income C Fund for 7.6 years
  • MFS Municipal High-Income C Fund (MMHCX) has good mid-term performance (3-year return 0.18% vs -1.54% High Yield Muni category average)
  • MFS Municipal High-Income C Fund (MMHCX) has good Long-term performance (5-year return 2.09% vs 1.46% High Yield Muni category average)
  • MFS Municipal High-Income C Fund (MMHCX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.29, lower than category average of 12.25

  

What we are cautious about MFS Municipal High-Income C Fund (MMHCX) What we are cautious about MFS Municipal High-Income C Fund (MMHCX)

Data for MFS Municipal High-Income C Fund (MMHCX) as of January 31, 2010

  • MFS Municipal High-Income C Fund (MMHCX) has a less-than-ideal short-term performance (1-year return 22.99% vs 25.06% High Yield Muni category average)
  • MFS Municipal High-Income C Fund (MMHCX) ratio of up-years vs down years can be improved
  • MFS Municipal High-Income C Fund (MMHCX) has a Morningstar rating of 3 and below
  • MFS Municipal High-Income C Fund (MMHCX) has a higher management fee of 1.67% than its High Yield Muni average of 1.12%
  • MFS Municipal High-Income C Fund (MMHCX) carries a 1% load
See MFS Municipal High-Income C Fund (MMHCX) performance details as of January 31, 2010

  

  

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MFS Municipal High-Income C Fund (MMHCX) Net Asset

Track net asset change of MFS Municipal High-Income C fund (MMHCX)

DateNet Asset
01/2010$212.46M
11/2009$205.77M
10/2009$207.92M
More historic net asset information on MFS Municipal High-Income C Fund (MMHCX)

  

MFS Municipal High-Income C Fund (MMHCX) Portfolio Allocation

Track portfolio allocation change of MFS Municipal High-Income C fund (MMHCX)

DateCashStockBondOther
10/20090.64%0%99.36%0%
09/20090.66%0%99.34%0%
08/20091.46%0%98.54%0%
Click here to see more historic asset allocation information on MFS Municipal High-Income C Fund (MMHCX)

  

Most Recent Top 10 Holdings in MFS Municipal High-Income C Fund (MMHCX)

Discover what MFS Municipal High-Income C Fund (MMHCX) manager is buying

31-Oct-09
New York N Y City Indl Dev Agy Re 7.625% [1.27%]
Buckeye Ohio Tob Settlement Fi To 5.875% [1.15%]
J P Morgan Chase Putters / Dri Ctfs 5.5% [0.93%]
Washington St Ctfs [0.82%]
San Joaquin Hills Calif Transn Jr Lien T [0.78%]
New York N Y City Indl Dev Agy Rev 7.75% [0.7%]
New Hampshire Health & Ed Facs Ctfs [0.7%]
Houston Tex Cmnty College Sys Cop 7.875% [0.65%]
Birmingham Baptist Med Ctr Ala Rev Bd 5% [0.61%]
Michigan Tob Settlement Fin Au Tobacc 6% [0.6%]

30-Sep-09
New York N Y City Indl Dev Agy Re 7.625% [1.32%]
Buckeye Ohio Tob Settlement Fi To 5.875% [1.24%]
J P Morgan Chase Putters / Dri Ctfs 5.5% [0.95%]
Washington St Ctfs [0.86%]
San Joaquin Hills Calif Transn Jr Lien T [0.77%]
NEW HAMPSHIRE HEALTH & ED FACS CTFS [0.72%]
New York N Y City Indl Dev Agy Rev 7.75% [0.72%]
Houston Tex Cmnty College Sys Cop 7.875% [0.65%]
Central Puget Sound Wash Regl Transit 5% [0.63%]
Michigan Tob Settlement Fin Au Tobacc 6% [0.63%]

31-Aug-09
Buckeye Ohio Tob Settlement Fi To 5.875% [1.18%]
New York N Y City Indl Dev Agy Re 7.625% [1.16%]
J P Morgan Chase Putters / Dri Ctfs 5.5% [0.97%]
Washington St Ctfs [0.86%]
San Joaquin Hills Calif Transn Jr Lien T [0.84%]
NEW HAMPSHIRE HEALTH & ED FACS CTFS [0.73%]
Houston Tex Cmnty College Sys Cop 7.875% [0.7%]
Central Puget Sound Wash Regl Transit 5% [0.67%]
Arizona St Transn Brd Hwy Rev Highway 5% [0.65%]
New York N Y City Indl Dev Agy Rev 7.75% [0.65%]
Click here for Stock Holding Change Map in MFS Municipal High-Income C Fund (MMHCX)

  

Related books and products to MFS Municipal High-Income C Fund (MMHCX)

  

Latest News on MFS Municipal High-Income C (MMHCX)

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