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MFS Income A MFIOX

Quantitative rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 6.11  /  0.51 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.91%
  • Effective Duration 6.11 years

Morningstar’s Analysis MFIOX

Will MFIOX outperform in future?

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

Summary

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Strength in MFS Income A's Process Pillaris partially offset by an Average People Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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