Advertisement
Skip to Content
Morningstar

MFS Inflation-Adjusted Bond B MIABX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.34  /  0.11 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.380%
  • Distribution Fee Level Low
  • Share Class Type —
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 6.93%
  • Effective Duration 6.64 years

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis MIABX

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

People Pillar

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

Summary

|

MFS Inflation-Adjusted Bond B's Average Process and People Pillar ratings aren't enough to prevent other weaknesses from sending this strategy to a Morningstar Quantitative Rating of Negative. 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.

Unlock our full analysis with Morningstar Investor