Morningstar

MFS Income Fund Class B MIOBX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 5.86  /  −0.34 %
  • Total Assets 8.4B
  • Adj. Expense Ratio
    1.480%
  • Expense Ratio 1.480%
  • Distribution Fee Level High
  • Share Class Type Deferred Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 3.94%
  • Effective Duration 5.75 years

USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 1:53 AM GMT+0

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, has distinguished itself with a robust process and thoughtful use of its risk budget. We initiate coverage with a People Pillar rating of Above Average and a 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 34.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future June 26

13.43 1B
Government

5 Year Treasury Note Future June 26

3.85 317M
Government

United States Treasury Bonds 4.5%

2.95 243M
Government

United States Treasury Bonds 4.75%

2.42 199M
Government

United States Treasury Notes 4.63%

2.18 180M
Government

United States Treasury Bonds 4.88%

1.99 164M
Government

United States Treasury Bonds 4.75%

1.88 154M
Government

United States Treasury Bonds 4.25%

1.83 150M
Government

United States Treasury Notes 4.13%

1.75 144M
Government

United States Treasury Bonds 4.5%

1.74 143M
Government

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