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.
- NAV / 1-Day Return 9.31 / 0.43 %
- Total Assets 1.5 Bil
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Adj. Expense Ratio
- 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.