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.
MFS Total Return Bond R4 MRBJX Fund Analysis
Morningstar’s Fund Analysis MRBJX
Will MRBJX 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 MRBJX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MRBJX 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 MRBJX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Steady.
