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Morningstar

MFS Income A MFIOX

Morningstar Analyst Rating
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

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis MFIOX

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

People Pillar

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

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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