MFS Corporate Bond Fund Class R3 MFBHX

Medalist Rating as of Jul 27, 2026 See MFS Investment Hub

NAV / 1-Day Return$11.93 / −0.08%
Fund Size$4.2B
Adjusted Expense Ratio0.750%
Net Expense Ratio0.760%
Fee Level: DistributionLow
Share Class TypeRetirement, Medium
Morningstar CategoryCorporate Bond
Fixed-Income Style Box (Funds)Medium/Moderate
Minimum Initial Investment$0
Investment StatusOpen
TTM Yield4.64%
Average Effective Duration6.25 yrs

NAV and 1-Day Return as of Nov 12, 2026, 1:11:05 AM

Will MFBHX outperform in the future?

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Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MFBHX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MFBHX 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 MFBHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A thoughtful approach backed by strong execution.

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 Jul 27, 2026 Published on Jul 27, 2026

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Portfolio Holdings MFBHX

More MFBHX Holdings

Current Portfolio DateSep 30, 2026
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	4.78	199M	Government
US Treasury Bond Future Dec 26	1.11	46M	Government
Ultra US Treasury Bond Future Dec 26	0.90	38M	Government
JPMorgan Chase & Co. 2.55%	0.77	32M	Corporate
UBS Group AG 3.13%	0.77	32M	Corporate
Pinnacle Financial Partners Inc. 5.6%	0.61	25M	Corporate
United States Treasury Bonds 5.13%	0.60	25M	Government
Sumitomo Mitsui Financial Group Inc. 1.71%	0.59	25M	Corporate
Charles Schwab Corp. (The) 4.91%	0.58	24M	Corporate
Morgan Stanley 5.07%	0.57	24M	Corporate

MFS Corporate Bond Fund Class R3 MFBHX

Morningstar’s Analysis MFBHX

Will MFBHX outperform in the future?

Process Pillar

People Pillar

Parent Pillar

A thoughtful approach backed by strong execution.

Summary

Portfolio Holdings MFBHX

2 Year Treasury Note Future Dec 26

US Treasury Bond Future Dec 26

Ultra US Treasury Bond Future Dec 26

JPMorgan Chase & Co. 2.55%

UBS Group AG 3.13%

Pinnacle Financial Partners Inc. 5.6%

United States Treasury Bonds 5.13%

Sumitomo Mitsui Financial Group Inc. 1.71%

Charles Schwab Corp. (The) 4.91%

Morgan Stanley 5.07%

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