MIUIX – MFS Municipal Intermediate I Investment Strategy | Morningstar

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Strategy

The investment seeks total return with an emphasis on income exempt from U.S. federal income tax, but also considering capital appreciation. MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests it’s assets primarily in municipal instruments. The fund invests, normally, at least 80% of its net assets in municipal instruments, the interest on which is exempt from U.S. federal income tax. MFS primarily invests the fund’s assets in investment grade quality debt instruments, but may also invest in below investment grade quality debt 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
MIUIX	MFS Municipal Intermediate Fund Class I	Institutional	Open			May 18, 2021	$168.61M	0.450%	Below Average	$0	$78.40M
MIUAX	MFS Municipal Intermediate Fund Class A	Front Load	Open			May 18, 2021	$229.66M	0.700%	Below Average	$1,000	$33.96M
MIUCX	MFS Municipal Intermediate Fund Class C	Level Load	Open			May 18, 2021	$718,390.00	1.450%	Average	$1,000	−$206,102.46
MIURX	MFS Municipal Intermediate Fund Class R6	Retirement, Large	Open			May 18, 2021	$52.26M	0.380%	Below Average	$0	$29.18M

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