| Description | MFS Government Markets Income Trust is a United States based diversified, closed-end management investment company. MFS normally invests at least 80% of the funds net assets, including borrowings for investment purposes, in U.S. and foreign government securities. MFS may invest the funds assets in other types of debt instruments. MFS generally invests substantially all of the funds assets in investment grade quality debt instruments. MFS may purchase or sell securities for the fund on a when-issued, delayed delivery, or forward commitment basis where payment and delivery take place at a future settlement date, including mortgage-backed securities purchased or sold in the to be announced (TBA) market. When MFS sells securities for the fund on a when-issued, delayed delivery, or forward commitment basis, the fund typically owns or has the right to acquire securities equivalent in kind and amount to the deliverable securities.
Additional info from NASDAQ:
MFS Charter Income Trust is a United States based closed-end fund. MFS (Massachusetts Financial Services Company, the funds investment adviser) normally invests the funds assets primarily in debt instruments. MFS normally invests the funds assets in corporate bonds of U.S. and/or foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed securities and other securitized instruments of U.S. and/or foreign issuers, and/or debt instruments of issuers located in emerging market countries. MFS allocates the funds assets across these categories with a view toward broad diversification across and within these categories. MFS may invest up to 100% of the funds assets in below investment grade quality debt instruments. MFS normally invests the funds assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the funds assets in issuers in a single industry, sector, country, or region.
Additional info from NASDAQ:
MFS Municipal Income Trust is a United States based diversified closedend management investment company. Its investment objective is to seek high current income exempt from federal income tax but may also consider capital appreciation. Fund Investments in debt instruments may decline in value as the result of, or perception of, declines in the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, underlying collateral, or changes in economic, political, issuer-specific, or other conditions. Certain types of debt instruments can be more sensitive to these factors and therefore more volatile. In addition, debt instruments entail interest rate risk (as interest rates rise, prices usually fall). Therefore, the portfolios value may decline during rising rates. Portfolios that consist of debt instruments with longer durations are generally more sensitive to a rise in interest rates than those with shorter durations.
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MFS Intermediate Income Trust is a diversified closed-end management investment company.
Additional info from NASDAQ:
MFS Multimarket Income Trust is a United States based diversified closed-end management investment company. Fund Investments in debt instruments may decline in value as the result of, or perception of, declines in the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, underlying collateral, or changes in economic, political, issuer-specific, or other conditions. Certain types of debt instruments can be more sensitive to these factors and therefore more volatile. In addition, debt instruments entail interest rate risk (as interest rates rise, prices usually fall). Therefore, the portfolios value may decline during rising rates. Portfolios that consist of debt instruments with longer durations are generally more sensitive to a rise in interest rates than those with shorter durations. At times, and particularly during periods of market turmoil, all or a large portion of segments of the market may not have an active trading market.
Additional info from NASDAQ:
Mfs High Income Municipal Trust is a diversified closed-end management investment company. The fund invests, under normal market conditions, at least 80% of its net assets, including assets attributable to preferred shares and borrowings for investment purposes, in tax-exempt bonds and tax-exempt notes. This policy may not be changed without shareholder approval. Tax-exempt bonds and tax-exempt notes are municipal instruments, the interest of which is exempt from federal income tax. Interest from the funds investments may be subject to the federal alternative minimum tax. MFS (Massachusetts Financial Services Company, the funds investment adviser) may invest 25% or more of the funds total assets in municipal instruments that finance similar projects, such as those relating to education, healthcare, housing, utilities, water, or sewers.
Additional info from NASDAQ:
Mfs Investment Grade Municipal Trust is a United States based diversified closed-end management investment company. The fund invests, under normal market conditions, at least 80% of its net assets, including assets attributable to preferred shares and borrowings for investment purposes, in tax-exempt bonds and tax-exempt notes. This policy may not be changed without shareholder approval. Tax-exempt bonds and tax-exempt notes are municipal instruments, the interest of which is exempt from federal income tax. Interest from the funds investments may be subject to the federal alternative minimum tax.
Additional info from NASDAQ:
The fund seeks high current income exempt from federal income tax, but may also consider capital appreciation. The fund invests, under normal market conditions, at least 80% of its net assets, including assets attributable to preferred shares and borrowings for investment purposes, in tax-exempt bonds and tax-exempt notes. This policy may not be changed without shareholder approval. Tax-exempt bonds and tax-exempt notes are municipal instruments, the interest of which is exempt from federal income tax. Interest from the funds investments may be subject to the federal alternative minimum tax. MFS (Massachusetts Financial Services Company, the funds investment adviser) may invest 25% or more of the funds total assets in municipal instruments that finance similar projects, such as those relating to education, healthcare, housing, utilities, water, or sewers.
Additional info from NASDAQ:
Mfs Intermediate High Income Fund is a United States based diversified closed-end management investment company. MFS normally invests at least 80% of the funds net assets, including borrowings for investment purposes, in high income debt instruments. MFS may invest the funds assets in other types of debt instruments and equity securities. MFS may invest up to 100% of the funds assets in below investment grade quality debt instruments. MFS may invest the funds assets in foreign securities. MFS normally invests the funds assets across different industries and sectors, but MFS may invest a significant percentage of the funds assets in issuers in a single industry or sector.
Additional info from NASDAQ:
MFS Government Markets Income Trust is a United States based diversified, closed-end management investment company. MFS normally invests at least 80% of the funds net assets, including borrowings for investment purposes, in U.S. and foreign government securities. MFS may invest the funds assets in other types of debt instruments. MFS generally invests substantially all of the funds assets in investment grade quality debt instruments. MFS may purchase or sell securities for the fund on a when-issued, delayed delivery, or forward commitment basis where payment and delivery take place at a future settlement date, including mortgage-backed securities purchased or sold in the to be announced (TBA) market. When MFS sells securities for the fund on a when-issued, delayed delivery, or forward commitment basis, the fund typically owns or has the right to acquire securities equivalent in kind and amount to the deliverable securities. |
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