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MFS Corporate Bond R1 MFBGX

Analyst rating as of

Morningstar’s Analysis

Will MFBGX outperform in future?

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

This strategy has lost an experienced manager but retains some attractive qualities.

Associate Director


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On June 30, 2021, longtime manager Robert Persons retired from his duties after 16 years at the helm of this strategy, which includes MFS Corporate Bond and its UCITS sibling MFS Meridian USD Corporate Bond. We remain convinced by this risk-aware strategy and the ample credit research resources backing it but have lowered its People rating to Average. The strategy’s cheapest US-sold R6 share class retains its Morningstar Analyst Rating of Bronze, while the other US. and UCITS share classes receive ratings of Neutral or Negative.

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