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MFS Total Return Bond R2 MRRRX

Analyst rating as of
NAV / 1-Day Return
9.49  /  0.96 %
Total Assets
7.0 Bil
Adj. Expense Ratio
0.950%
Expense Ratio
0.950%
Fee Level
Average
Longest Manager Tenure
12.92 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
0
Status
Open
TTM Yield
1.93%
Effective Duration
5.81 years

Morningstar’s Fund Analysis MRRRX

Will MRRRX outperform in future?

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MFS Announces Joined CIOs of Fixed Income

Associate Director

Analyst Note

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From 1 March 2023, Pilar Gomez-Bravo and Alexander Mackey will join current CIO of fixed income Bill Adams as global co-CIOs of fixed income. The shift is intended to support strong communication and collaboration across a growing worldwide team and provide continuity over the longer term. That being said, Adams has not shared any retirement plans to date. In terms of workload and division of responsibilities for the trio, these details will be shared by MFS in the coming months.

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