MWVIX – MFS WV Municipal Bond 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 and personal income tax, if any, of West Virginia, 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 U.S. federal income tax and personal income tax, if any, of West Virginia. It may also invest the fund's assets in taxable instruments, including municipal instruments of other states. It is non-diversified.

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
MWVIX	MFS West Virginia Municipal Bond Fund Class I	Institutional	Open			Apr 1, 2016	$17.04M	0.620%	High	$0	−$2.89M
MFWVX	MFS West Virginia Municipal Bond Fund Class A	Front Load	Open			Oct 31, 1984	$53.48M	0.870%	High	$1,000	−$5.88M
MBWVX	MFS West Virginia Municipal Bond Fund Class B	Deferred Load	Closed			Sep 7, 1993	$50,467.00	1.620%	High	$1,000	$390.58
MPWVX	MFS West Virginia Municipal Bond Fund Class R6	Retirement, Large	Open			Aug 1, 2017	$5.84M	0.550%	Above Average	$0	$1.00M

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