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MFS Inflation-Adjusted Bond R3 MIAHX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MIAHX

Will MIAHX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MIAHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MIAHX 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 MIAHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Longtime MFS Manager to Retire in 2025; Ratings Unchanged

null Thomas Murphy

Thomas Murphy

Analyst Note

Longtime MFS municipal-bond manager Geoffrey Schechter will retire on Sept. 1, 2025, according to the firm. Schechter joined MFS in 1993 and has led MFS Municipal High Income and MFS Municipal Income since 2002 and 2000, respectively. His comanagers Megan Poplowski and Jason Kosty, who both have over two decades of muni experience, will absorb his management responsibilities and continue using the same team-based approach after Schechter retires.

by Thomas Murphy
Published on

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