Morningstar

MFS Core Bond Fund R4 MCBKX

Medalist Rating as of Aug 31, 2026 See MFS Investment Hub

Strategy

The investment seeks total return with an emphasis on current income, but also considering capital appreciation. The fund normally invests at least 80% of the fund’s net assets in investment grade quality debt instruments. Debt instruments include corporate debt instruments, U.S. government securities, securitized instruments (including mortgage-backed securities and other asset-backed securities), and other obligations to repay money borrowed.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MCBFX	MFS Core Bond Fund I	Institutional	Open			Jun 22, 2022	$379,814.00	0.390%	Below Average	$0	$32,993.37
MCBEX	MFS Core Bond Fund A	Front Load	Open			Jun 22, 2022	$4.66M	0.640%	Low	$1,000	$1.20M
MCBCX	MFS Core Bond Fund C	Level Load	Open			Jun 22, 2022	$821,334.00	1.390%	Below Average	$1,000	−$312,098.10
MCBKX	MFS Core Bond Fund R4	Retirement, Large	Open			Jun 22, 2022	$56,387.00	0.390%	Average	$0	$655.50
MCBMX	MFS Core Bond Fund R6	Retirement, Large	Open			Jun 22, 2022	$27.74M	0.330%	Below Average	$0	$306,958.73
MCBHX	MFS Core Bond Fund R2	Retirement, Medium	Limited			Jun 22, 2022	$55,178.00	0.890%	Below Average	$0	$573.36
MCBJX	MFS Core Bond Fund R3	Retirement, Medium	Open			Jun 22, 2022	$60,818.00	0.640%	Low	$0	−$21,206.09
MCBGX	MFS Core Bond Fund R1	Retirement, Small	Limited			Jun 22, 2022	$64,964.00	1.390%	Above Average	$0	$662.40

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