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MFS High Income C MHICX

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

Morningstar’s Analysis MHICX

Will MHICX outperform in future?

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

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.

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Portfolio Holdings MHICX

  • 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