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Morningstar

MFS Government Securities R4 MFGJX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 8.92  /  0.11 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 0.510%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Intermediate Government
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.83%
  • Effective Duration 5.99 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis MFGJX

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

People Pillar

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

Experienced management isn't enough to make this strategy stand out in a crowded field.

Associate Director

Summary

| by Shannon Kirwin

MFS Government Securities boasts an experienced and knowledgeable manager team, but its supporting bench is leaner than competitors’ and it hasn’t achieved an edge over its benchmark or peers. It earns a Morningstar Analyst Rating of Neutral on its cheaper share classes, while its most-expensive shares are rated Negative.

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