Morningstar

MFS Corporate Bond Fund Class A MFBFX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 12.00  /  −0.08 %
  • Total Assets 4.3B
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.760%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.56%
  • Effective Duration 6.60 years

USD | NAV as of Sep 12, 2026 | 1-Day Return as of Sep 12, 2026, 1:09 AM GMT+0

Morningstar’s Analysis MFBFX

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

  • People Pillar

    The People Pillar is our evaluation of the MFBFX 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 MFBFX’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 MFBFX

More MFBFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Sept 26

3.53 154M
Government

US Treasury Bond Future Sept 26

2.66 116M
Government

Ultra US Treasury Bond Future Sept 26

1.69 74M
Government

Currency Cash CASH_USD

1.26 55M
Cash and Equivalents

Boeing Co. 5.81%

0.77 34M
Corporate

JPMorgan Chase & Co. 2.55%

0.76 33M
Corporate

UBS Group AG 3.13%

0.75 33M
Corporate

Pinnacle Financial Partners Inc. 5.6%

0.63 27M
Corporate

Charles Schwab Corp. (The) 4.91%

0.58 25M
Corporate

Sumitomo Mitsui Financial Group Inc. 1.71%

0.57 25M
Corporate

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