MIOBX – MFS Income B Investment Strategy | Morningstar

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Strategy

The investment seeks total return with an emphasis on high current income, but also considering capital appreciation. MFS normally invests the fund's assets primarily in a broad range of debt instruments issued by U.S. and foreign corporate, government, and other entities, including below investment grade quality debt instruments and debt instruments of issuers located in emerging market countries. MFS focuses on investing the fund's assets in corporate debt instruments, mortgage-backed securities and other securitized instruments, U.S. government securities, and debt instruments of issuers located in emerging market countries.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MFIIX	MFS Income Fund Class I	Institutional	Open			Jan 8, 1997	$4.87B	0.480%	Average	$0	$594.29M
MFIOX	MFS Income Fund Class A	Front Load	Open			Oct 29, 1987	$1.01B	0.730%	Below Average	$1,000	$45.08M
MIOBX	MFS Income Fund Class B	Deferred Load	Closed			Sep 7, 1993	$332,885.00	1.480%	High	$1,000	−$282,660.10
MIOCX	MFS Income Fund Class C	Level Load	Open			Sep 1, 1994	$41.87M	1.480%	Average	$1,000	$2.78M
MFIWX	MFS Income Fund Class R6	Retirement, Large	Open			Mar 2, 2018	$2.16B	0.400%	Average	$0	$302.63M

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