Morningstar

MFS Core Bond Fund R3 MCBJX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $9.18  /  +0.22 %
  • Fund Size $33.4M
  • Adjusted Expense Ratio 0.640%
  • Net Expense Ratio 0.610%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Medium
  • Morningstar Category Intermediate Core Bond
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 4.51%
  • Average Effective Duration 5.79 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis MCBJX

Will MCBJX 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 MCBJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Core Bond R3 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MCBJX

More MCBJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 26

8.31 3M
Government

5 Year Treasury Note Future Dec 26

4.58 2M
Government

United States Treasury Notes 4.25%

4.19 1M
Government

United States Treasury Bonds 4.5%

2.61 903,254
Government

United States Treasury Bonds 2.38%

2.58 893,379
Government

Ultra US Treasury Bond Future Dec 26

1.91 660,188
Government

United States Treasury Bonds 2.25%

1.49 516,924
Government

United States Treasury Bonds 4.25%

1.28 443,813
Government

United States Treasury Notes 3.88%

1.28 442,097
Government

Federal National Mortgage Association 2.5%

1.18 406,785
Securitized

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