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Morningstar

MFS High Income C MHICX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 2.99  /  0.32 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    1.630%
  • Expense Ratio 1.630%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.78%
  • Effective Duration 3.63 years

USD | NAV as of Nov 30, 2023 | 1-Day Return as of Nov 30, 2023, 11:18 PM GMT+0

Morningstar’s Analysis MHICX

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

People Pillar

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

MFS High Income C boasts strong People and Process Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings MHICX

More MHICX Holdings
  • Current Portfolio Date
  • Equity Holdings 2
  • Bond Holdings 333
  • Other Holdings 9
  • % Assets in Top 10 Holdings 6.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

3.99
64,756,294
Cash and Equivalents

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.75%

1.10
17,854,414
Corporate

Equitrans Midstream Corporation 5.5%

0.78
12,719,862
Corporate

Global Aircraft Leasing Co Ltd 6.5%

0.72
11,694,210
Corporate

Sirius Xm Radio Inc 5.5%

0.67
10,885,444
Corporate

TransDigm, Inc. 6.88%

0.64
10,372,915
Corporate

Ziggo Bond Company B.V. 5.13%

0.62
10,088,083
Corporate

Fair Isaac Corporation 5.25%

0.62
10,016,121
Corporate

SS&C Technologies, Inc. 5.5%

0.62
10,006,262
Corporate

FMG Resources (August 2006) Pty Ltd. 4.38%

0.61
9,957,656
Corporate