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Morningstar

MFS Inflation-Adjusted Bond I MIAIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.49  /  0.74 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.480%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 7.96%
  • Effective Duration 6.64 years

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

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.

Summary

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MFS Inflation-Adjusted Bond I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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