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MFS Corporate Bond I MBDIX

Analyst rating as of
NAV / 1-Day Return
12.57  /  0.70 %
Total Assets
4.6 Bil
Adj. Expense Ratio
Expense Ratio
Fee Level
Below Average
Longest Manager Tenure
5.37 years
Corporate Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
TTM Yield
Effective Duration
7.09 years

Morningstar’s Fund Analysis MBDIX

Will MBDIX outperform in future?

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

This strategy has lost an experienced manager but retains some attractive qualities.

Associate Director


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On June 30, 2021, longtime manager Robert Persons retired from his duties after 16 years at the helm of this strategy, which includes MFS Corporate Bond and its UCITS sibling MFS Meridian USD Corporate Bond. We remain convinced by this risk-aware strategy and the ample credit research resources backing it but have lowered its People rating to Average. The strategy’s cheapest US-sold R6 share class retains its Morningstar Analyst Rating of Bronze, while the other US. and UCITS share classes receive ratings of Neutral or Negative.

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