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MFS Inflation-Adjusted Bond I MIAIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MIAIX

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

  • People Pillar

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

Ratings Unchanged for MFS Inflation Adjusted Bond Following Announced Manager Addition

null Shannon Kirwin

Shannon Kirwin

Analyst Note

MFS has announced that Jake Stone will join MFS Inflation-Adjusted Bond as a comanager starting in August 2024. Stone will work alongside current lead manager Erik Weisman and comanager Geoffrey Schechter until the latter's retirement in September 2025. At that point, Stone will formally take over Schechter's responsibilities here, including the management of its small off-benchmark credit sleeve. There will be no change to lead manager Erik Weisman's responsibilities: He will continue to have primary responsibility for the strategy's inflation, yield-curve, duration, and overall credit risk positioning. Given Weisman's continued presence and the long handover period between Schechter and Stone, we do not expect this change to be disruptive to the management of the strategy. We reaffirm its current People and Process ratings of Average.

by Shannon Kirwin
Published on

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