MFS South Carolina Municipal Bond Fund Class B (MBSCX)

Fund Assets	233.97M
Expense Ratio	1.669%
Min. Investment	$1,000
Turnover	21.00%
Dividend (ttm)	0.31
Dividend Yield	2.94%
Dividend Growth	8.65%
Payout Frequency	Monthly
Ex-Dividend Date	Sep 30, 2026

Previous Close	10.30
YTD Return	-3.80%
1-Year Return	-3.13%
5-Year Return	-6.17%
52-Week Low	10.15
52-Week High	11.23
Beta (5Y)	0.05
Holdings	231
Inception Date	Sep 7, 1993

About MBSCX

The MFS South Carolina Municipal Bond Fund Class B is a mutual fund focused on providing income that is generally exempt from both federal and South Carolina state income taxes. Its primary objective is to deliver total return, with an emphasis on generating tax-advantaged income for residents of South Carolina, while also assessing capital appreciation opportunities. The fund invests predominantly in municipal securities issued by South Carolina state and local entities, which are used to finance public projects such as infrastructure and education. As of June 2025, municipal bonds comprise the vast majority of the portfolio, with a small allocation to high-yield corporates and cash equivalents. The fund adopts a strategy centered on sector and security selection as well as yield curve positioning to enhance performance. The share class features a contingent deferred sales charge that declines over time. The fund benchmarks its results against the Bloomberg Municipal Bond Index, a widely recognized measure of the U.S. municipal bond market. It caters to investors seeking double tax-free income and plays a significant role in facilitating funding for South Carolina’s public initiatives while offering investors access to the state’s municipal debt markets.

• Fund Family: MFS
• Category: Other States Muni
• Performance Rating: Low
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: MBSCX
• Share Class: B
• Index: Bloomberg Municipal Bond TR

Performance

MBSCX had a total return of -3.13% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.61%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FSAZX	Fidelity	Fidelity Arizona Municipal Income Fund	0.55%
FICNX	Fidelity	Fidelity Connecticut Municipal Income Fund	0.46%
FMHTX	Fidelity	Fidelity Michigan Municipal Income Fund	0.46%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MPOCX	R6	0.55%
MTSCX	I	0.61%
MFSCX	A	0.86%

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 30, 2026	$0.02727	Oct 1, 2026
Aug 31, 2026	$0.02625	Sep 1, 2026
Jul 31, 2026	$0.02561	Aug 3, 2026
Jun 30, 2026	$0.02468	Jul 1, 2026
May 29, 2026	$0.02561	Jun 1, 2026
Apr 30, 2026	$0.02486	May 1, 2026

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

Data Sources Report a data error