Morningstar

MFS Active Intermediate Muni Bond ETF MFSM

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MFSM

Will MFSM outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MFSM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MFSM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MFSM’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Active Intermediate Muni Bond ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MFSM

More MFSM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Mm Gvmxx

7.95 8M
Cash and Equivalents

iShares National Muni Bond ETF

1.24 1M
—

Vanguard Tax-Exempt Bond ETF

1.17 1M
—

MINNESOTA ST HSG FIN AGY 4.25%

0.83 889,381
municipal

NORTH CAROLINA HSG FIN AGY HOM NCSHSG 01/58 FIXED 7

0.79 841,650
municipal

NEW YORK ST DORM AUTH REVENUES NYSHGR 07/33 FIXED 5

0.74 784,460
municipal

SALES TAX SECURITIZATION CORP STSGEN 01/33 FIXED 5

0.71 757,411
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

0.66 702,798
municipal

COLORADO HEALTH FACS AUTH REV 5%

0.66 701,120
municipal

RICHLAND WAYNE JASPER CLAY & LAWRENCE CNTYS ILL CMNTY UNIT SCH DIST NO 1 5%

0.64 680,372
municipal

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