About MIUIX
MFS Municipal Intermediate Fund Class I is an open-end mutual fund focused on generating total return with an emphasis on income that is exempt from federal income tax, while also considering capital appreciation. The fund primarily invests in intermediate-term municipal debt securities, leveraging MFS’s longstanding experience in the municipal bond market since the 1970s. Its diversified portfolio spans various sectors, including student loans, healthcare, airports, utilities, and education, reflecting broad exposure within the municipal landscape. Managed by a seasoned investment team, the fund utilizes a risk-aware, portfolio-management-driven approach, integrating quantitative tools to analyze market risk and a dedicated analyst team to scrutinize issuer-specific risks. The fund’s benchmark is the Bloomberg Municipal 1-15 Year Index, underscoring its focus on intermediate maturities. Designed for institutional investors and other eligible clients, this share class is offered without a sales charge. As of mid-2025, MFS Municipal Intermediate Fund Class I manages nearly $290 million in assets, highlighting its significance as a source of tax-advantaged income within the municipal fixed income market.
Fund Family MFS
Category Muni National Interm
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MIUIX
Share Class Class I
MIUIX had a total return of -0.68% in the past year, including dividends. Since the fund's
inception, the average annual return has been 0.72%.
