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MFS Inflation-Adjusted Bond R2 MIATX

Quantitative rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 9.31  /  0.43 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.980%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 7.31%
  • Effective Duration 6.64 years

Morningstar’s Analysis MIATX

Will MIATX 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 R2'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.

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