MFS Total Return Bond Fund Class I MRBIX Strategy
Strategy
The investment seeks total return with an emphasis on current income but also considering capital appreciation. The fund normally invests at least 80% of the fund’s net assets in debt instruments. Debt instruments include corporate bonds, U.S. government securities, foreign government securities, securitized instruments (including mortgage-backed securities and other asset-backed securities), municipal instruments, and other obligations to repay money borrowed.
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Ticker
|
Name
|
Share Class Type
|
Investment Status
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Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Inception Date
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Total Net Assets for Share Class
|
Adjusted Expense Ratio
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Fee Level
Distribution
|
Minimum Initial Investment
|
1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
MRBIX
| MFS Total Return Bond Fund Class I | Institutional | Open | $1.76B | 0.450% | Average | $0 | $1.09M | |||
MRBFX
| MFS Total Return Bond Fund Class A | Front Load | Open | $2.06B | 0.600% | Low | $1,000 | −$224.49M | |||
MRBBX
| MFS Total Return Bond Fund Class B | Deferred Load | Closed | $338,046.00 | 1.350% | Low | $1,000 | −$480,340.05 | |||
MRBCX
| MFS Total Return Bond Fund Class C | Level Load | Open | $18.38M | 1.450% | Below Average | $1,000 | −$4.90M | |||
MRBJX
| MFS Total Return Bond Fund Class R4 | Retirement, Large | Open | $39.77M | 0.450% | Above Average | $0 | −$2.99M | |||
MRBKX
| MFS Total Return Bond Fund Class R6 | Retirement, Large | Open | $3.85B | 0.360% | Below Average | $0 | $4.36M | |||
MRRRX
| MFS Total Return Bond Fund Class R2 | Retirement, Medium | Open | $10.84M | 0.950% | Average | $0 | −$1.82M | |||
MRBHX
| MFS Total Return Bond Fund Class R3 | Retirement, Medium | Open | $27.31M | 0.700% | Low | $0 | −$60.84M | |||
MRBGX
| MFS Total Return Bond Fund Class R1 | Retirement, Small | Open | $963,982.00 | 1.450% | High | $0 | $112,478.99 |
United States