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Morningstar

MFS Corporate Bond R4 MFBJX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 11.97  /  0.32 %
  • Total Assets 4.2 Bil
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.520%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 4.31%
  • Effective Duration 6.44 years

USD | NAV as of Nov 30, 2023 | 1-Day Return as of Nov 30, 2023, 11:18 PM GMT+0

Morningstar’s Analysis MFBJX

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

People Pillar

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

MFS Co-CIO Bill Adams Will Retire Effective Sept. 30, 2024

null Elbie Louw

Elbie Louw

Analyst Note

MFS has announced that co-CIO of fixed income Bill Adams will retire from the firm effective Sept. 30, 2024. Adams was sole fixed-income CIO at MFS until March 1, 2023, when Pilar Gomez-Bravo and Alexander Mackey joined him as co-CIOs and the trio started to share responsibilities. The shift to a co-CIO structure was intended to support strong communication and collaboration across a growing worldwide team and provide continuity over the longer term. At that stage, Adams had not shared any retirement plans.

by Elbie Louw
Published on

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Portfolio Holdings MFBJX

More MFBJX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 347
  • Other Holdings 4
  • % Assets in Top 10 Holdings 10.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 23

9.97
397,354,143
Government

Currency Cash CASH_USD

3.62
144,178,410
Cash and Equivalents

Ultra US Treasury Bond Future Dec 23

1.90
75,754,562
Government

United States Treasury Bonds 3.88%

1.73
69,090,369
Government

UST Bond 30Yr Future DEC 19 23

1.68
66,756,875
Government

United States Treasury Bonds 2.38%

1.59
63,352,295
Government

United States Treasury Bonds 2.88%

0.86
34,341,414
Government

Morgan Stanley 3.62%

0.70
27,862,324
Corporate

The Boeing Company 5.81%

0.65
26,036,556
Corporate

CBRE Services Inc 5.95%

0.64
25,408,481
Corporate