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MFS Total Return Bond 529A EARBX

Analyst rating as of
NAV / 1-Day Return
11.25  /  0.16 %
Total Assets
8.2 Bil
Adj. Expense Ratio
0.650%
Expense Ratio
0.650%
Fee Level
Low
Longest Manager Tenure
14.18 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
250
Status
Open
TTM Yield
2.46%
Effective Duration
5.60 years
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Morningstar’s Analysis

Will EARBX outperform in future?

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

An evolving core-plus offering.

Associate Director

Summary

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MFS Total Return Bond is in the middle of a management transition, but it remains a well-run core-plus offering. Under Morningstar’s enhanced rating methodology, the strategy’s Institutional, R4, and R6 share classes earn a Morningstar Analyst Rating of Silver, while the remaining share classes earn Bronze or Neutral ratings depending on fees.

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