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MFS Income B MIOBX

Quantitative rating as of
  • NAV / 1-Day Return 5.99  /  0.33 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.480%
  • Expense Ratio 1.480%
  • Distribution Fee Level Low
  • Share Class Type
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 2.11%
  • Effective Duration 6.11 years

Morningstar’s Analysis MIOBX

Will MIOBX outperform in future?

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

Summary

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Strength in MFS Income B's Process Pillaris partially offset by an Average People Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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