MFS Municipal High Income Fund

MFS Series Trust III · 5 share classes

Actively managed U.S. bond fund
One fund, 5 share classes:MMHYXMMHBXMMHCXMMIIXMMHKX
$5.40B NAV
2,039 positions · as of 2026-04-30 · filed 2026-06-29

Fund classification

Classified from what the fund holds · as of 2026 Q2

MFS Municipal High Income Fund is an actively managed U.S. bond fund.

Asset class
Bonds
Region
United States
Management
Actively managed
Fund type
Open-end fund
Credit quality
High yield
Rate sensitivity
Intermediate duration

Fund profile

As filed in the prospectus · 2026 Q2

The funds investment objective is to seek total return with an emphasis on high income exempt from U.S. federal income tax, but also considering capital appreciation.

Strategy · summarised

The fund invests primarily in municipal bonds selected through bottom-up fundamental analysis of individual issuers, with at least 80% of assets in federal tax-exempt securities. The fund may concentrate 25% or more of assets in similar project types such as education, healthcare, or utilities, and may invest significantly in a single state or small number of states. Because the fund may allocate up to 100% of assets to below-investment-grade municipal debt and concentrate holdings by geography and project type, performance depends heavily on the credit quality and performance of those concentrated positions.

Expenses
0.57% 1.66%across 5 share classes
Share classGrossNet
MMHYX0.73%0.66%
MMHBX1.73%1.41%
MMHCX1.73%1.66%
MMIIX0.73%0.66%
MMHKX0.65%0.57%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 9.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

98.70%
of net assets
Bonds95.54%
Cash & short-term2.37%
Securitized0.79%

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 52 new31 exited

Largest new: Black Belt Energy Gas District, County of Mobile AL, California Community Choice Financing Authority, New Hampshire Business Finance Authority ×2, King County Public Hospital District No. 2, Sunbridge Stewardship District, Oak Hills Local School District

Largest exited: Puerto Rico Electric Power Authority, Toll Road Investors Partnership II LP, Kentucky Municipal Energy Agency, South Carolina Public Service Authority ×2, City of Burbank IL ×2, New Hope Cultural Education Facilities Finance Corp.

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+6.52%+16.44%+5.75%4.75%-6.67%
+5.73%+13.89%+1.90%4.61%-6.85%
+5.45%+12.98%+0.55%4.72%-6.97%
+6.51%+16.37%+5.77%4.63%-6.67%
+6.72%+16.67%+6.24%4.83%-6.79%

These classes hold the same portfolio, so the 5.69pp spread over 5 years is the cost difference between them — roughly 1.14pp a year — not a difference in what they own.

Cumulative return· May 2023 – Apr 2026

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-04-30

Avg coupon
4.95%
Avg maturity
21.53 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

9%
floating
Fixed rate87.5%
Floating rate9.0%
Zero-coupon or unclassified3.5%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y0.5%
1-3y1.6%
3-5y1.9%
5-10y7.8%
10y+88.2%
Flagged holdings
Defaulted: 0.74% · $38.55M · 22 positions
In arrears: 0.02% · $0.87M · 1 positions
Paid in kind: none reported

These three overlap — one holding can be in arrears and paying in kind at once — so they are shown separately and never summed.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

More of this fund’s sensitivity sits in credit spreads than in interest rates — a rate rally that comes with a credit selloff works against it.

Interest-rate duration
6.53 yr
approx. move per 100bp
Credit-spread duration
7.01 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -13.5%
of value
Credit spreads52%
Interest rates48%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+7.01
yrs total
High yield+3.87 yr
Investment grade+3.14 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate6.53 yr total
3 mo30 yr
3 mo0.02 yr0%
1 yr0.31 yr5%
5 yr1.32 yr20%
10 yr3.11 yr48%
30 yr1.76 yr27%
Credit spread7.01 yr total
3 mo30 yr
3 mo0.02 yr0%
1 yr0.37 yr5%
5 yr1.41 yr20%
10 yr3.33 yr47%
30 yr1.89 yr27%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.02+0.01+0.02$3.4k$8.2k
1 yr+0.31+0.12+0.25$64.9k$133.4k
5 yr+1.32+0.61+0.79$331.4k$428.6k
10 yr+3.11+1.49+1.83$807.9k$989.3k
30 yr+1.76+0.91+0.98$491.9k$532.3k

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
MFS Institutional Money Market Portfolio2.37%$128.18M
Puerto Rico Sales Tax Financing Corp. Sales Tax Revenue5.00% · due 2058-07-011.85%$99.98M
Berks County Municipal Authority (The)5.00% · due 2039-06-300.59%$31.78M
Buckeye Tobacco Settlement Financing Authority5.00% · due 2055-06-010.58%$31.12M
California Community Choice Financing Authority5.25% floating · due 2054-01-010.50%$26.99M
New York Transportation Development Corp.5.13% · due 2060-06-300.46%$24.72M
New Hampshire Business Finance Authority5.88% · due 2038-12-150.45%$24.29M
City of Chicago IL5.00% · due 2033-01-010.45%$24.08M
New York Transportation Development Corp.5.25% · due 2060-06-300.44%$23.61M
Iowa Tobacco Settlement Authority0.00% · due 2065-06-010.42%$22.79M
Showing 10 of 2,039Sign in to see more

Top 10 positions are 8.10% of net assets, top 25 12.99%, across 489 issuers.

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