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

Mutual Fund Insights: MFS Municipal Limited Maturity C Fund (MTLCX)

In-depth Analysis of MFS Municipal Limited Maturity C Fund (MTLCX)

Mutual fund chart: MFS Municipal Limited Maturity C Fund (MTLCX)

3 months
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See MFS Municipal Limited Maturity C Fund (MTLCX) performance details as of January 31, 2010

  

    Last Trade: $7.95 on 3/18/2010, Change: -0.01 (-0.13%)

  

Fund Manager - Geoffrey L. Schechter

Fund Manager Tenure: 10.2 years   [Similar Funds: MTLBX  MTLFX ]
Fundmojo Fund Grade: B (Score: 0.61)     (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 Limited Maturity C Fund (MTLCX) What we like about MFS Municipal Limited Maturity C Fund (MTLCX)

Data for MFS Municipal Limited Maturity C Fund (MTLCX) as of January 31, 2010

  • MFS Municipal Limited Maturity C Fund (MTLCX) management has been with MFS Municipal Limited Maturity C Fund for 10.2 years
  • MFS Municipal Limited Maturity C Fund (MTLCX) has good short-term performance (1-year return 5.20% vs 4.08% Muni National Short category average)
  • MFS Municipal Limited Maturity C Fund (MTLCX) ratio of up-years vs down years is greater than 2

  

What we are cautious about MFS Municipal Limited Maturity C Fund (MTLCX) What we are cautious about MFS Municipal Limited Maturity C Fund (MTLCX)

Data for MFS Municipal Limited Maturity C Fund (MTLCX) as of January 31, 2010

  • MFS Municipal Limited Maturity C Fund (MTLCX) has a less-than-ideal mid-term performance (3-year return 3.45% vs 3.49% Muni National Short category average)
  • MFS Municipal Limited Maturity C Fund (MTLCX) has a less-than-ideal Long-term performance (5-year return 2.61% vs 2.92% Muni National Short category average)
  • MFS Municipal Limited Maturity C Fund (MTLCX) has a Morningstar rating of 3 and below
  • MFS Municipal Limited Maturity C Fund (MTLCX) is less safe compared to its Muni National Short peers
  • MFS Municipal Limited Maturity C Fund (MTLCX) does not have a good risk adjusted return as its 3-year Alpha of 0.04 is worse than category average of 0.49, and its 3-year Sharpe ratio is 0.44
  • MFS Municipal Limited Maturity C Fund (MTLCX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.25 that is higher than category average of 2.59
  • MFS Municipal Limited Maturity C Fund (MTLCX) has a higher management fee of 1.55% than its Muni National Short average of 0.83%
  • MFS Municipal Limited Maturity C Fund (MTLCX) carries a 1% load
See MFS Municipal Limited Maturity C Fund (MTLCX) performance details as of January 31, 2010

  

  

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MFS Municipal Limited Maturity C Fund (MTLCX) Net Asset

Track net asset change of MFS Municipal Limited Maturity C fund (MTLCX)

DateNet Asset
01/2010$95.56M
11/2009$83.91M
10/2009$76.16M
More historic net asset information on MFS Municipal Limited Maturity C Fund (MTLCX)

  

MFS Municipal Limited Maturity C Fund (MTLCX) Portfolio Allocation

Track portfolio allocation change of MFS Municipal Limited Maturity C fund (MTLCX)

DateCashStockBondOther
10/20096.37%0%93.63%0%
09/20096.96%0%93.04%0%
07/20093.91%0%96.09%0%
Click here to see more historic asset allocation information on MFS Municipal Limited Maturity C Fund (MTLCX)

  

Most Recent Top 10 Holdings in MFS Municipal Limited Maturity C Fund (MTLCX)

Discover what MFS Municipal Limited Maturity C Fund (MTLCX) manager is buying

31-Oct-09
Honolulu Hawaii City & Cnty Go Bds 5.5% [1.07%]
Seattle Wash Ltd Tax G 5% [1%]
North Carolina St Go Ref Bd 5% [0.94%]
Tobacco Settlement Fing Corp N Asse 4.5% [0.89%]
Minnesota St Go St Bds 5% [0.8%]
Utah St Go Bds 5% [0.8%]
Missouri St Hwys & Trans Commn Federa 5% [0.79%]
Colorado Hsg & Fin Auth 3.1% [0.79%]
Tompkins Cnty N Y Indl Dev Agy Civic 5% [0.75%]
Lincoln Cnty Wyo Pollutn Ctl R Adj Tende [0.74%]

30-Sep-09
Honolulu Hawaii City & Cnty Go Bds 5.5% [1.16%]
Tobacco Settlement Fing Corp N Asse 4.5% [0.99%]
Utah St Go Bds 5% [0.88%]
Missouri St Hwys & Trans Commn Federa 5% [0.87%]
Colorado Hsg & Fin Auth 3.1% [0.85%]
Tompkins Cnty N Y Indl Dev Agy Civic 5% [0.82%]
Clark Cnty Nev Sch Dist 5% [0.82%]
California Health Facs Fing Au Rev 4.95% [0.81%]
New Mexico Edl Assist Fndt Rev Bds 4% [0.8%]
Lincoln Cnty Wyo Pollutn Ctl R Adj Tende [0.8%]

31-Jul-09
Honolulu Hawaii City & Cnty Go Bds 5.5% [1.39%]
Colorado Hsg & Fin Auth 3.1% [1.02%]
Lincoln Cnty Wyo Pollutn Ctl R Adj Tende [0.97%]
Clark Cnty Nev Sch Dist 5% [0.92%]
California Health Facs Fing Au Rev 4.95% [0.92%]
Massachusetts St Go Consol 5% [0.89%]
Lincoln Cnty Wyo Pollutn Ctl R Adj Tende [0.88%]
Washington Subn San Dist 5% [0.85%]
Nevada St Hwy Impt Rev Highway I 5.5% [0.84%]
New Jersey Econ Dev Auth 5.375% [0.81%]
Click here for Stock Holding Change Map in MFS Municipal Limited Maturity C Fund (MTLCX)

  

Related books and products to MFS Municipal Limited Maturity C Fund (MTLCX)

  

Latest News on MFS Municipal Limited Maturity C (MTLCX)

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