The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MRBBX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MRBBX 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 MRBBX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Staying the course.
Elbie Louw
Senior Analyst
Summary
MFS Total Return Bond is a well-run core-plus offering overseen by two experienced managers.