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MFS High Income R2 MIHRX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 3.01  /  +0.05 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment
  • Status Open
  • TTM Yield 5.55%
  • Effective Duration 3.06 years

USD | NAV as of Apr 13, 2024 | 1-Day Return as of Apr 13, 2024, 12:26 AM GMT+0

Morningstar’s Analysis MIHRX

Will MIHRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

MFS High Income R2's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings MIHRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 6.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

4.22 75.2 Mil
Cash and Equivalents

EUR/USD FWD 20240419 Purchased

1.26 22.4 Mil
Derivative

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.75%

1.00 17.8 Mil
Corporate

FMG Resources (August 2006) Pty Ltd. 4.38%

0.79 14.0 Mil
Corporate

Global Aircraft Leasing Co Ltd 6.5%

0.70 12.5 Mil
Corporate

Ziggo Bond Company B.V. 5.13%

0.68 12.0 Mil
Corporate

Equitrans Midstream Corporation 5.5%

0.66 11.8 Mil
Corporate

Trimas Corporation 4.13%

0.64 11.4 Mil
Corporate

TransDigm, Inc. 6.88%

0.61 10.8 Mil
Corporate

Ritchie Bros. Holdings Inc 7.75%

0.61 10.8 Mil
Corporate