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MTLBX MFS Municipal Limited Maturity B

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Fund MTLBX MFS Municipal Limited Maturity B BIAEX Brown Advisory Tax Exempt Bond Investor  
100% 94%
Annual Fees
(1.45% Exp. Ratio)
(0.51% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.85% annual return
$11,166.80 $14,846.11
Est. savings over 30 yrs +$3,679.31
As of 9/30/16
1 YR RETURN 2.11%
3 YR 1.73%
5 YR 1.40%
10 YR 2.33%
1 YR RETURN 5.06%
3 YR 3.59%
5 YR --
10 YR --
The investment seeks total return with an emphasis on income exempt from federal income tax, but also considering capital preservation. 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. Interest from the fund's investments may be subject to the federal alternative minimum tax. Its investment adviser normally invests the fund's assets primarily in municipal instruments. The fund's dollar-weighted average effective maturity will normally not exceed five years.
The investment seeks to provide a high level of current income exempt from Federal income tax by investing primarily in intermediate-term investment grade municipal bonds. The fund normally will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in securities the interest of which is exempt from Federal income taxes and that do not subject shareholders to the federal alternative minimum tax ("AMT"). It may invest up to 20% of its assets in securities that may fully subject shareholders to Federal income tax, including the AMT. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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