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MFS Total Return Bond I MRBIX

Analyst rating as of
NAV / 1-Day Return
9.25  /  0.31 %
Total Assets
6.9 Bil
Adj. Expense Ratio
0.450%
Expense Ratio
0.450%
Fee Level
Below Average
Longest Manager Tenure
12.77 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
0
Status
Open
TTM Yield
2.59%
Effective Duration
6.30 years

Morningstar’s Fund Analysis MRBIX

Will MRBIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Cautious - for now.

Associate Director

Summary

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MFS Total Return Bond is a well-run core-plus offering. It earns a Morningstar Analyst Rating of Silver on its cheapest share classes, while the remaining share classes earn Bronze or Neutral ratings depending on fees.

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