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.
- NAV / 1-Day Return 6.04 / 0.04 %
- Total Assets 1.5 Bil
-
Adj. Expense Ratio
- 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.