Morningstar

MFS Corporate Bond Fund Class R2 MBRRX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $11.82  /  +0.08 %
  • Fund Size $4.1B
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.010%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Corporate Bond
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 4.45%
  • Average Effective Duration 6.43 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis MBRRX

Will MBRRX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MBRRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MBRRX 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 MBRRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A thoughtful approach backed by strong execution.

Senior Analyst Elbie Louw

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 Published on

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Portfolio Holdings MBRRX

More MBRRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 26

5.71 248M
Government

US Treasury Bond Future Dec 26

2.22 96M
Government

Currency Cash CASH_USD

1.39 60M
Cash and Equivalents

Ultra US Treasury Bond Future Dec 26

0.92 40M
Government

Boeing Co. 5.81%

0.77 34M
Corporate

JPMorgan Chase & Co. 2.55%

0.76 33M
Corporate

UBS Group AG 3.13%

0.75 32M
Corporate

Pinnacle Financial Partners Inc. 5.6%

0.61 27M
Corporate

Charles Schwab Corp. (The) 4.91%

0.58 25M
Corporate

Sumitomo Mitsui Financial Group Inc. 1.71%

0.58 25M
Corporate

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