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MFS High Income R2 MIHRX

Quantitative rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 3.01  /  0.62 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.110%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 4.88%
  • Effective Duration 4.01 years

Morningstar’s Analysis MIHRX

Will MIHRX outperform in future?

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

Summary

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MFS High Income R2 boasts strong Process and People Pillar ratings, but other weaknesses hold this strategy's Morningstar Quantitative Rating at Neutral. 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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