MFSCX — MFS South Carolina Municipal Bond Fund
Data updated: 2026-08-25
MFSCX — MFS South Carolina Municipal Bond Fund. Long Municipal - National Bond · $256.30M AUM. Holdings, fees, performance and SEC filings.
MFSCX Fund Overview
MFSCX — 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: $256.30M
- 1-year return: 8.0%
- Ticker: MFSCX
- SEC CIK: 0000751656
- SEC series ID: S000002525
- Share class ID: C000006967
MFSCX 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 |
|---|---|
| Beaufort-Jasper Water & Sewer Authority | 1.51% |
| Puerto Rico Sales Tax Financing Corp. Sales Tax Revenue | 1.40% |
| City of Charleston SC Waterworks & Sewer System Revenue | 1.24% |
| Spartanburg County School District No. 4/SC | 1.23% |
| South Carolina Ports Authority | 1.19% |
| Grand Strand Water & Sewer Authority | 1.14% |
| Spartanburg Regional Health Services District | 1.12% |
| MFS Institutional Money Market Portfolio | 1.09% |
| City of Rock Hill SC Combined Utility System Revenue | 1.07% |
| Charleston Housing Authority/SC | 1.03% |
MFSCX 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 | 97.4% |
| Cash & Equivalents | 1.1% |
MFSCX Performance
Total returns for MFSCX (as of 2026-09-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 2.9% |
| 1 year | 8.0% |
| 3 years (annualised) | 3.9% |
| 5 years (annualised) | 0.6% |
MFSCX Risk Information
Risk metrics for MFSCX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 4.9%
MFSCX Costs and Fees
MFSCX costs about $86 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.86%
- Gross expense ratio: 0.92%
- Portfolio turnover: 21%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
MFSCX Cashflows
Over the 12 months to 2026-06, MFS South Carolina Municipal Bond Fund had net inflows of $29.27M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-06 | $3.17M |
| 2026-05 | $4.73M |
| 2026-04 | $4.52M |
| 2026-03 | $3.68M |
| 2026-02 | $5.83M |
| 2026-01 | $7.38M |
MFSCX 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 | 1.51% |
| Puerto Rico Sales Tax Financing Corp. Sales Tax Revenue | 1.40% |
| City of Charleston SC Waterworks & Sewer System Revenue | 1.24% |
| Spartanburg County School District No. 4/SC | 1.23% |
| South Carolina Ports Authority | 1.19% |
| Grand Strand Water & Sewer Authority | 1.14% |
| Spartanburg Regional Health Services District | 1.12% |
| City of Rock Hill SC Combined Utility System Revenue | 1.07% |
| Charleston Housing Authority/SC | 1.03% |
| South Carolina Jobs-Economic Development Authority | 1.03% |
MFSCX Prospectus and SEC Filings
Official MFS South Carolina Municipal Bond Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2026-07-28
- Prospectus (485BPOS) — filed 2025-07-28
- Prospectus (485BPOS) — filed 2024-07-26
- Portfolio holdings (N-PORT) — filed 2026-08-25
- Portfolio holdings (N-PORT) — filed 2026-05-26
- Portfolio holdings (N-PORT) — filed 2026-02-25
- Annual census (N-CEN) — filed 2026-06-11
- Annual census (N-CEN) — filed 2025-06-11
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.