mfs municipal high income fund state tax information 2020

(Source: Barron's Dictionary of Finance and Investment Terms), Short-term Capital Gain Long-term Capital Gain MFS Municipal High Income Fund Class C Shareholders may request a printed version of an MFS Closed-End Fund's Annual or Semiannual report by calling (800) 637-2304 any business day between the hours of 9:00 am and 5:00 pm. MFS registered investment products are offered through MFS Fund Distributors, Inc., 111 Huntington Avenue, Boston, MA 02199. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. Ex-Dividend Date is the date on which a fund goes ex-dividend. See the results of our collaborative approach for MFS' "All Star" portfolios. If none of the 3 Rating Agencies above assign a rating, but the security is rated by DBRS Morningstar, then the DBRS Morningstar rating is assigned. Therefore, the portfolio's value may decline during rising rates. Because many municipal instruments are issued to finance similar projects, conditions in certain industries can significantly affect the portfolio and the overall municipal market. Long-term Capital Gain Ex-Dividend Date is the date on which a fund goes ex-dividend. Best Things to Do in Auvergne Rhne-Alpes, France To the extent that investments are purchased through the use of leverage, the fund's net asset value will increase or decrease at a greater rate than a comparable unleveraged fund. 3.01%. an hour ago View Detailed Check-in. If none of the 3 Rating Agencies above assign a rating, but the security is rated by DBRS Morningstar, then the DBRS Morningstar rating is assigned. The core principles of our approach are integrated research, global collaboration and active risk management. Short-term gains are taxable at ordinary income rates to the extent they are not reduced by offsetting capital losses. Seeks total return with an emphasis on high income exempt from federal income tax, but also considering capital appreciation. including funds not issuing Form 1099-DIV, online tax forms and account access, percentage of government income, earned income by state, and alternative minimum tax percentage. Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Longer-maturity funds are generally considered more interest-rate sensitive than shorter maturity funds. Standard Deviation is an indicator of the portfolio's total return volatility, which is based on a minimum of 36 monthly returns. Market Price: The market price of common shares of the fund will be based on factors such as the supply and demand for common shares in the market and general market, economic, political or regulatory conditions. Class I shares are available without a sales charge to eligible investors. He joined MFS in 2002 as a municipal fixed income research analyst. MFS (Massachusetts Financial Services Company, the fund's investment adviser) normally invests the fund's assets primarily in municipal instruments. 1939, Enter date for which you wish to obtain a Historical NAV for this fund, Enter date for which you wish to obtain a Historical MP for this fund, Holding Based Portfolio - Fixed Income Level Data, Updated Monthly As of Benchmark: Bloomberg Municipal Bond Index. Fact Sheets are available approximately 15 days after month end. Earned the Fruits of Your Labor (Level 58) badge! 03/31/23, 8.53% of total net assets | For tax purposes the profit realized from the sale of securities or other capital assets held for less than 12 months. *California and Minnesota have investment threshold requirements in order for funds to pass through exempt income from state obligations. Concentrated:The portfolio's performance could be closely tied to the economic, political, and other conditions in the state and other states and U.S. territories and possessions in which the portfolio invests and could be more volatile than the performance of more geographically diversified portfolios. Subscriber Agreement & Terms of Use | 900, Enter date for which you wish to obtain a Historical NAV for this fund, Enter date for which you wish to obtain a Historical MP for this fund, Holding Based Portfolio - Fixed Income Level Data, Explore resources to help educate on investing basics. Dividend Rate per Share is the amount of dividend that a shareholder will receive for each share held. High Yield: Investments in below investment grade quality debt instruments can be more volatile and have greater risk of default, or already be in default, than higher-quality debt instruments. Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. US Inflation Persists, Growth Revised Down, As of The Clermont-Auvergne-Rhne-Alpes Centre brings together the units located in the Auvergne region, from Bourbonnais to Aurillac via Clermont-Ferrand, with 14 research units and 14 experimental facilities, representing 840 staff (permanent and contractual staff). INRAE center Clermont-Auvergne-Rhne-Alpes The fund may not achieve its objective and/or you could lose money on your investment in the fund. Visit a quote page and your recently viewed tickers will be displayed here. Gross assets consist of the total net assets of the fund plus the amounts borrowed to create leverage. Closed-end funds are only available for purchase/sale on the NYSE at the current market price (NYSE American for MFS California Municipal Fund). The higher the Sharpe Ratio, the better the portfolio's historical risk-adjusted performance. Change ($) (since Historical and current end-of-day data provided by FACTSET. This site is intended for use by U.S. residents. Founded 2,000 years ago, Lyon's streets are a living museum, with beautiful historical buildings and interesting art galleries and museums. Regardless of what computer you are using, NOT clicking the box is the more secure choice for you to make. Historical MP may not be available for all dates. 04/27/23 04/27/23 Which type of investor describes you best? Total Number of Holdings: Analyze the Fund MFS Municipal High Income Fund Class C having Symbol MMHCX for type mutual-funds and perform research on other mutual funds. The gain on the sale of a capital asset where the holding period was more than 12 months and the profit was subject to the long-term capital gains tax. Certain types of debt instruments can be more sensitive to these factors and therefore more volatile. Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. Municipal Bond: Investments in municipal instruments can be volatile and significantly affected by adverse tax or court rulings, legislative or political changes, market and economic conditions, issuer, industry-specific (including the credit quality of municipal insurers), and other conditions.

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