MFS Total Return Bond Fund Class R4 MRBJX Strategy
Strategy
The investment seeks total return with an emphasis on current income but also considering capital appreciation. The fund normally invests at least 80% of the fund’s net assets in debt instruments. Debt instruments include corporate bonds, U.S. government securities, foreign government securities, securitized instruments (including mortgage-backed securities and other asset-backed securities), municipal instruments, and other obligations to repay money borrowed.
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Ticker
|
Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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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
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Minimum Initial Investment
|
1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
MRBIX
| MFS Total Return Bond Fund Class I | Institutional | Open | $1.76B | 0.450% | Average | $0 | $1.09M | |||
MRBFX
| MFS Total Return Bond Fund Class A | Front Load | Open | $2.06B | 0.600% | Low | $1,000 | −$224.49M | |||
MRBBX
| MFS Total Return Bond Fund Class B | Deferred Load | Closed | $338,046.00 | 1.350% | Low | $1,000 | −$480,340.05 | |||
MRBCX
| MFS Total Return Bond Fund Class C | Level Load | Open | $18.38M | 1.450% | Below Average | $1,000 | −$4.90M | |||
MRBJX
| MFS Total Return Bond Fund Class R4 | Retirement, Large | Open | $39.77M | 0.450% | Above Average | $0 | −$2.99M | |||
MRBKX
| MFS Total Return Bond Fund Class R6 | Retirement, Large | Open | $3.85B | 0.360% | Below Average | $0 | $4.36M | |||
MRRRX
| MFS Total Return Bond Fund Class R2 | Retirement, Medium | Open | $10.84M | 0.950% | Average | $0 | −$1.82M | |||
MRBHX
| MFS Total Return Bond Fund Class R3 | Retirement, Medium | Open | $27.31M | 0.700% | Low | $0 | −$60.84M | |||
MRBGX
| MFS Total Return Bond Fund Class R1 | Retirement, Small | Open | $963,982.00 | 1.450% | High | $0 | $112,478.99 |
United States