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MFS Total Return Bond 529C ECRBX

Analyst rating as of
NAV / 1-Day Return
11.26  /  0.09 %
Total Assets
8.2 Bil
Adj. Expense Ratio
1.500%
Expense Ratio
1.500%
Fee Level
Average
Longest Manager Tenure
14.38 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
250
Status
Open
TTM Yield
1.52%
Effective Duration
5.88 years
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Morningstar’s Analysis

Will ECRBX 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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