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MFS Total Return Bond 529C ECRBX

Analyst rating as of
NAV / 1-Day Return
11.27  /  0.09 %
Total Assets
8.5 Bil
Adj. Expense Ratio
1.500%
Expense Ratio
1.500%
Fee Level
Average
Longest Manager Tenure
11.81 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
250
Status
Open
TTM Yield
1.21%
Effective Duration
6.33 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.

Steady.

Associate Director

Summary

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MFS Total Return Bond is a well-run core-plus offering. It earns a Morningstar Analyst Rating of Silver on its cheapest share classes, while the remaining share classes earn Bronze or Neutral ratings depending on fees.

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