Morningstar

MFS Active Intermediate Muni Bond ETF MFSM

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MFSM

Will MFSM outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MFSM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MFSM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MFSM’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Active Intermediate Muni Bond ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MFSM

More MFSM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Mm Gvmxx

9.47 12M
Cash and Equivalents

SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV 5.5%

0.81 1M
municipal

ANN ARBOR MI HSG COMMISSION MF ANAMFH 12/36 FIXED 5.125

0.81 1M
municipal

ARIZONA ST INDL DEV AUTH MF HS AZSMFH 05/45 ADJUSTABLE VAR

0.78 1M
municipal

ARIZONA ST INDL DEV AUTH MF HS AZSMFH 04/47 ADJUSTABLE VAR

0.78 1M
municipal

MINNESOTA ST HSG FIN AGY 4.25%

0.72 923,084
municipal

NORTH CAROLINA HSG FIN AGY HOM NCSHSG 01/58 FIXED 7

0.67 861,987
municipal

CLARK CNTY WASH SCH DIST NO 037 VANCOUVER 5%

0.64 827,232
municipal

NEW YORK ST DORM AUTH REVENUES NYSHGR 07/33 FIXED 5

0.63 806,214
municipal

Corpus Christi Tx Utility Sysr Criutl 07/41 Fixed 5.5

0.62 797,256
Corporate

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