MFS Total Return Bond is a well-run core-plus offering. It earns a Morningstar Analyst Rating of Silver on its cheapest share classes, while the remaining share classes earn Bronze or Neutral ratings depending on fees.
Will MRBFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MRBFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MRBFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MRBFX’s parent organization’s priorities and whether they’re in line with investors’ interests.