MFS Corporate Bond Fund Class R3 MFBHX Strategy
Strategy
The investment seeks total return with an emphasis on current income, but also considering capital appreciation. The adviser normally invests at least 80% of the fund's net assets in corporate debt instruments. It may also invest the fund's assets in U.S. government securities. MFS invests the majority of the fund's assets in investment grade quality debt instruments, but may also invest in below investment grade quality debt instruments.
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Ticker
|
Name
|
Share Class Type
|
Investment Status
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Inception Date
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Total Net Assets for Share Class
|
Adjusted Expense Ratio
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Fee Level
Distribution
|
Minimum Initial Investment
|
1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
MBDIX
| MFS Corporate Bond Fund Class I | Institutional | Open | $911.26M | 0.500% | Below Average | $0 | −$88.64M | |||
MFBFX
| MFS Corporate Bond Fund Class A | Front Load | Open | $1.43B | 0.750% | Below Average | $1,000 | −$190.05M | |||
MFBBX
| MFS Corporate Bond Fund Class B | Deferred Load | Closed | $118,096.00 | 1.500% | Low | $1,000 | −$421,713.82 | |||
MFBCX
| MFS Corporate Bond Fund Class C | Level Load | Open | $20.37M | 1.500% | Average | $1,000 | −$5.40M | |||
MFBJX
| MFS Corporate Bond Fund Class R4 | Retirement, Large | Open | $11.37M | 0.500% | High | $0 | −$44.06M | |||
MFBKX
| MFS Corporate Bond Fund Class R6 | Retirement, Large | Open | $1.77B | 0.410% | Below Average | $0 | $11.21M | |||
MBRRX
| MFS Corporate Bond Fund Class R2 | Retirement, Medium | Open | $7.82M | 1.000% | Above Average | $0 | −$1.30M | |||
MFBHX
| MFS Corporate Bond Fund Class R3 | Retirement, Medium | Open | $15.71M | 0.750% | Low | $0 | −$3.59M | |||
MFBGX
| MFS Corporate Bond Fund Class R1 | Retirement, Small | Open | $2.62M | 1.500% | High | $0 | −$89,719.44 |
United States