The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MMIIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MMIIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MMIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A solid pick despite team changes on the horizon.
Tom Murphy
Senior Analyst
Summary
MFS Municipal High Income’s experienced and collaborative team follows a relative-value-driven process that has delivered for investors over the long haul.