MFS Total Return Bond is in the middle of a management transition, but it remains a well-run core-plus offering. Under Morningstar’s enhanced rating methodology, the strategy’s Institutional, R4, and R6 share classes earn a Morningstar Analyst Rating of Silver, while the remaining share classes earn Bronze or Neutral ratings depending on fees.
MFS Total Return Bond R4 MRBJX
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
An evolving core-plus offering.
