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Morningstar

MFS Total Return Bond I MRBIX

Morningstar Analyst Rating
Analyst rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 9.58  /  0.61 %
  • Total Assets 7.2 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.17%
  • Effective Duration 6.15 years

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis MRBIX

Will MRBIX outperform in 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 MRBIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

MFS Announces Joined CIOs of Fixed Income

Associate Director

Analyst Note

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