Morningstar

MFS Income Fund Class B MIOBX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $5.67  /  −0.18 %
  • Fund Size $8.2B
  • Adjusted Expense Ratio 1.480%
  • Net Expense Ratio 1.480%
  • Fee Level: Distribution High
  • Share Class Type Deferred Load
  • Morningstar Category Intermediate Core-Plus Bond
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $1,000
  • Investment Status Closed
  • TTM Yield 4.19%
  • Average Effective Duration 5.71 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis MIOBX

Will MIOBX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MIOBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MIOBX 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 MIOBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An appealing option.

Senior Analyst Elbie Louw

Elbie Louw

Senior Analyst

Summary

MFS Income, overseen by two experienced managers, boasts a robust process and thoughtful use of its risk budget. We maintain our People Pillar rating of Above Average and Process Pillar rating of High.

by Elbie Louw
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MIOBX

More MIOBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 26

13.98 1B
Government

5 Year Treasury Note Future Dec 26

3.75 303M
Government

United States Treasury Bonds 4.5%

2.76 223M
Government

United States Treasury Bonds 4.88%

2.69 217M
Government

United States Treasury Bonds 4.75%

2.27 183M
Government

United States Treasury Notes 4.63%

2.20 178M
Government

United States Treasury Bonds 4.75%

1.75 142M
Government

United States Treasury Bonds 4.25%

1.68 136M
Government

United States Treasury Bonds 4.5%

1.61 130M
Government

United States Treasury Bonds 4.38%

1.52 123M
Government

Sponsor Center