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MFS Inflation-Adjusted Bond A MIAAX

Quantitative rating as of
  • NAV / 1-Day Return 9.45  /  0.00
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.630%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 7.80%
  • Effective Duration 6.64 years

Morningstar’s Analysis MIAAX

Will MIAAX outperform in future?

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

Summary

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MFS Inflation-Adjusted Bond A's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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