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MFS Income I MFIIX

Quantitative rating as of
  • NAV / 1-Day Return 6.04  /  0.04 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.480%
  • Expense Ratio 0.480%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.18%
  • Effective Duration 6.11 years

Morningstar’s Analysis MFIIX

Will MFIIX outperform in future?

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

Summary

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MFS Income I’s strong process and parent firm underpin this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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