Morningstar

MFS Corporate Bond Fund Class C MFBCX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return$11.89  /  0.00
  • Fund Size$4.2B
  • Adjusted Expense Ratio1.500%
  • Net Expense Ratio1.510%
  • Fee Level: DistributionAverage
  • Share Class TypeLevel Load
  • Morningstar CategoryCorporate Bond
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield3.87%
  • Average Effective Duration6.25 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis MFBCX

Will MFBCX outperform in the 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 MFBCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A thoughtful approach backed by strong execution.

Senior Analyst Elbie Louw

Elbie Louw

Senior Analyst

Summary

MFS US Credit continues to merit Above Average People and Process Pillar ratings underpinned by strong leadership, disciplined execution, and a durable investment process.

by Elbie Louw
Rated on Published on

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Portfolio Holdings MFBCX

More MFBCX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings4.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 26

4.78199M
Government

US Treasury Bond Future Dec 26

1.1146M
Government

Ultra US Treasury Bond Future Dec 26

0.9038M
Government

JPMorgan Chase & Co. 2.55%

0.7732M
Corporate

UBS Group AG 3.13%

0.7732M
Corporate

Pinnacle Financial Partners Inc. 5.6%

0.6125M
Corporate

United States Treasury Bonds 5.13%

0.6025M
Government

Sumitomo Mitsui Financial Group Inc. 1.71%

0.5925M
Corporate

Charles Schwab Corp. (The) 4.91%

0.5824M
Corporate

Morgan Stanley 5.07%

0.5724M
Corporate

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