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Morningstar

MFS Corporate Bond R1 MFBGX

Morningstar Analyst Rating
Analyst rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 12.39  /  0.70 %
  • Total Assets 4.3 Bil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.510%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.38%
  • Effective Duration 6.89 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis MFBGX

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

People Pillar

The People Pillar is our evaluation of the MFBGX 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 MFBGX’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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