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MFS Total Return Bond R4 MRBJX

Analyst rating as of
NAV / 1-Day Return
11.27  /  0.44 %
Total Assets
8.2 Bil
Adj. Expense Ratio
0.450%
Expense Ratio
0.450%
Fee Level
Above Average
Longest Manager Tenure
14.18 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
0
Status
Open
TTM Yield
2.66%
Effective Duration
5.60 years
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Morningstar’s Analysis

Will MRBJX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

An evolving core-plus offering.

Associate Director

Summary

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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.

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