Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

MFS North Carolina Municipal Bond Fund;A

Ranked 39 out of 93 in Other States Municipal Debt over 12 months

All calculations are in USD unless stated

The Fund seeks to provide current income exempt from federal and personal income taxes, if any. Not more than 1/3 of each fund's total assets may be invested in tax-exempt securities which are rated lower than the three highest grades recognized rating agencies or comparable unrated securities.

sector performance

Other States Municipal Debt
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.5% 1.8% 0.6%
2016 -0.1% 1.5% 2.3% -0.4% -3.4%
2015 3.1% 1.1% -0.9% 1.4% 1.4%
2014 9.6% 3.4% 2.7% 1.6% 1.6%
2013 -5.7% -0.2% -3.9% -1.9% 0.1%
2012 7.8% 1.9% 2.3% 2.6% 0.8%
2011 10.7% 0.2% 4.0% 3.8% 2.4%
2010 0.4% 1.1% 1.4% 3.0% -5.0%
2009 14.5% 5.8% 3.1% 6.3% -1.2%
2008 -4.5% -1.2% 1.0% -3.4% -0.9%
2007 3.1% 0.7% -0.8% 1.6% 1.5%
2006 4.0% 0.5% -0.1% 2.8% 0.9%
2005 2.8% -0.2% 2.7% -0.2% 0.4%
2004 3.7% 1.3% -2.1% 3.5% 1.0%
2003 4.8% 1.1% 2.7% -0.1% 1.1%
2002 9.5% 0.5% 3.7% 5.3% -0.2%
2001 4.5% 1.9% 0.6% 2.4% -0.5%
2000 10.8% 2.9% 1.2% 1.9% 4.4%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/10/1984
  • Share Class size274Mn
  • Base currencyUSD
  • ISINUS55273N8719

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.44%
  • Initial investment0