Morningstar

MFS Active Core Plus Bond ETF MFSB

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MFSB

Will MFSB outperform in the 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 MFSB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MFSB 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 MFSB’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Active Core Plus Bond ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MFSB

More MFSB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 26

14.63 100M
Government

United States Treasury Bonds 5.125%

9.23 63M
Government

United States Treasury Bonds 5%

4.96 34M
Government

United States Treasury Notes 3.875%

3.63 25M
Government

Ssc Government Mm Gvmxx

2.13 15M
Cash and Equivalents

United States Treasury Notes 4.125%

2.10 14M
Government

Federal National Mortgage Association 3%

0.74 5M
Securitized

Us 5yr Note (Cbt) Dec26 Xcbt 20261231

0.65 4M
Government

Bank of America Corp. 5.744%

0.58 4M
Corporate

Boston Properties LP 5.75%

0.56 4M
Corporate

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