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Morningstar

MFS Corporate Bond R2 MBRRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 12.37  /  0.05 %
  • Total Assets 4.2 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.010%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.92%
  • Effective Duration 6.89 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis MBRRX

Will MBRRX outperform in 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.

MFS’ Corporate Bond Strategy Placed Under Review Following Comanager’s Departure

Senior Analyst

Analyst Note

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