MFS Inflation-Adjusted Bond Fund Class R3 MIAHX
Strategy
The investment seeks total return that exceeds the rate of inflation over the long-term, with an emphasis on current income, but also considering capital appreciation. The fund normally invests at least 80% of the fund's net assets in inflation-adjusted debt instruments and other instruments with similar economic characteristics. MFS generally focuses the fund's investments in inflation-adjusted debt instruments issued by the U.S. Treasury.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
MIAIX
| MFS Inflation-Adjusted Bond Fund Class I | Institutional | Open | $27.16M | 0.500% | Above Average | $0 | −$5.03M | |||
MIAAX
| MFS Inflation-Adjusted Bond Fund Class A | Front Load | Open | $40.15M | 0.650% | Low | $1,000 | −$7.88M | |||
MIABX
| MFS Inflation-Adjusted Bond Fund Class B | Deferred Load | Closed | $34,464.00 | 1.400% | Low | $1,000 | −$3,774.70 | |||
MIACX
| MFS Inflation-Adjusted Bond Fund Class C | Level Load | Open | $787,928.00 | 1.500% | Above Average | $1,000 | −$1.01M | |||
MIAJX
| MFS Inflation-Adjusted Bond Fund Class R4 | Retirement, Large | Open | $63,041.00 | 0.500% | Above Average | $0 | $4,621.12 | |||
MIAKX
| MFS Inflation-Adjusted Bond Fund Class R6 | Retirement, Large | Open | $1.38B | 0.410% | Average | $0 | −$71.10M | |||
MIATX
| MFS Inflation-Adjusted Bond Fund Class R2 | Retirement, Medium | Open | $160,289.00 | 1.000% | Above Average | $0 | −$99,613.72 | |||
MIAHX
| MFS Inflation-Adjusted Bond Fund Class R3 | Retirement, Medium | Open | $251,907.00 | 0.750% | Below Average | $0 | −$620,063.80 | |||
MIALX
| MFS Inflation-Adjusted Bond Fund Class R1 | Retirement, Small | Open | $626,520.00 | 1.500% | High | $0 | −$30,182.43 |
United States