MFS High Income R2 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
MFS High Income Fund Class R2 MIHRX
- NAV / 1-Day Return 3.07 / −0.32 %
- Total Assets 2.0B
-
Adj. Expense Ratio
1.100%
- Expense Ratio 1.100%
- 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
- TTM Yield 5.98%
- Effective Duration 3.00 years
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:45 AM GMT+0
Morningstar’s Analysis MIHRX
Will MIHRX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MIHRX 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 MIHRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 7.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Currency Cash CASH_USD | 2.32 | 46M | Cash and Equivalents |
USD/EUR FWD 20260717 Purchased | 1.72 | 34M | Derivative |
iShares Broad USD High Yield Corp Bd ETF | 1.49 | 29M | — |
CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.75% | 0.88 | 17M | Corporate |
Carvana Co 9% | 0.75 | 15M | Corporate |
Jane Street Group LLC / JSG Finance Inc. 6.13% | 0.72 | 14M | Corporate |
Quikrete Holdings Inc 6.38% | 0.69 | 14M | Corporate |
Albertsons Cos Inc / Safeway Inc / New Albertsons LP / Albertsons LLC / (Al | 0.68 | 13M | Corporate |
Pennymac Financial Services Inc 6.88% | 0.63 | 12M | Corporate |
Service Corporation International 5.75% | 0.62 | 12M | Corporate |
United States