MBMDX – MFS MD Municipal Bond B Investment Strategy | Morningstar

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Strategy

The investment seeks total return with an emphasis on income exempt from federal income tax and personal income tax, if any, of Maryland, but also considering capital appreciation. The fund invests, under normal market conditions, at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax and personal income tax, if any, of Maryland. Interest from the fund's investments may be subject to the federal alternative minimum tax. The adviser normally invests the fund's assets primarily in municipal instruments.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MMDIX	MFS Maryland Municipal Bond Fund Class I	Institutional	Open			Apr 1, 2016	$54.11M	0.610%	Above Average	$0	$9.15M
MFSMX	MFS Maryland Municipal Bond Fund Class A	Front Load	Open			Oct 31, 1984	$82.89M	0.860%	High	$1,000	−$1.01M
MBMDX	MFS Maryland Municipal Bond Fund Class B	Deferred Load	Closed			Sep 7, 1993	$133,771.00	1.610%	Above Average	$1,000	−$5,155.81
MPMDX	MFS Maryland Municipal Bond Fund Class R6	Retirement, Large	Open			Aug 1, 2017	$17.73M	0.560%	Above Average	$0	$1.95M

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