MBSCX — MFS South Carolina Municipal Bond Fund
Data updated: 2026-06-11
MBSCX — MFS South Carolina Municipal Bond Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Long Municipal - National Bond · $238.59M AUM · 1.59% expense ratio · 3.0% 1-yr return. From SEC regulatory filings.
MBSCX Fund Overview
MBSCX — MFS South Carolina Municipal Bond Fund is a US mutual fund managed by Mfs Municipal Series Trust, categorised as Long Municipal - National Bond. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Mfs Municipal Series Trust
- Category: Long Municipal - National Bond
- Assets under management: $238.59M
- 1-year return: 3.0%
- Ticker: MBSCX
- SEC CIK: 0000751656
- SEC series ID: S000002525
- Share class ID: C000006968
MBSCX Holdings
Top 10 holdings of MFS South Carolina Municipal Bond Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| MFS Institutional Money Market Portfolio | 3.95% |
| Beaufort-Jasper Water & Sewer Authority | 1.56% |
| Puerto Rico Sales Tax Financing Corp. Sales Tax Revenue | 1.43% |
| City of Charleston SC Waterworks & Sewer System Revenue | 1.31% |
| Spartanburg County School District No. 4/SC | 1.30% |
| South Carolina Ports Authority | 1.27% |
| South Carolina Jobs-Economic Development Authority | 1.22% |
| Grand Strand Water & Sewer Authority | 1.19% |
| Spartanburg Regional Health Services District | 1.17% |
| South Carolina State Housing Finance & Development Authority | 1.14% |
MBSCX Portfolio Allocation
Asset-class allocation of MFS South Carolina Municipal Bond Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Fixed Income | 96.6% |
| Cash & Equivalents | 3.9% |
MBSCX Performance
Total returns for MBSCX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -0.3% |
| 1 year | 3.0% |
| 3 years (annualised) | 2.0% |
| 5 years (annualised) | -0.4% |
MBSCX Risk Information
Risk metrics for MBSCX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 5.1%
MBSCX Costs and Fees
MBSCX costs about $159 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.59%
- Gross expense ratio: 1.66%
- Portfolio turnover: 19%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
MBSCX Cashflows
Over the 12 months to 2026-03, MFS South Carolina Municipal Bond Fund had net inflows of $17.37M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | $3.68M |
| 2026-02 | $5.83M |
| 2026-01 | $7.38M |
| 2025-12 | $894.48K |
| 2025-11 | −$326.14K |
| 2025-10 | $2.75M |
MBSCX Debt Constituents
Largest debt holdings of MFS South Carolina Municipal Bond Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Debt holding | % of net assets |
|---|---|
| Beaufort-Jasper Water & Sewer Authority | 1.56% |
| Puerto Rico Sales Tax Financing Corp. Sales Tax Revenue | 1.43% |
| City of Charleston SC Waterworks & Sewer System Revenue | 1.31% |
| Spartanburg County School District No. 4/SC | 1.30% |
| South Carolina Ports Authority | 1.27% |
| South Carolina Jobs-Economic Development Authority | 1.22% |
| Grand Strand Water & Sewer Authority | 1.19% |
| Spartanburg Regional Health Services District | 1.17% |
| South Carolina State Housing Finance & Development Authority | 1.14% |
| Charleston Housing Authority/SC | 1.08% |
MBSCX Prospectus and SEC Filings
Official MFS South Carolina Municipal Bond Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other Long Municipal - National Bond funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.