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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.80% -4.66% 104.94M 116791.2
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.70% 90.00% -- Upgrade

Basic Info

Investment Strategy
The fund’s investment objective is to seek high current income, but may also consider capital appreciation.MFS normally invests at least 80% of the fund’s net assets, including borrowings for investment purposes, in U.S. and foreign government securities; MFS may invest the fund’s assets in other types of debt instruments; MFS generally invests substantially all of the fund’s assets in investment grade quality debt instruments.
General
Security Type Closed-End Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Intermediate Core Bond
Category Index Bloomberg US Agg Bond TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Multisector Bond
Fund Owner Firm Name MFS
Prospectus Benchmark Index
Bloomberg US Credit TR USD 20.00%
Bloomberg US Govt/Mortgage TR USD 80.00%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Geoffrey Schechter 18.01 yrs
Alexander Mackey 2.84 yrs
Neeraj Arora 2.84 yrs
Jake Stone 0.84 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 24, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
2.63%
1.33%
10.30%
7.79%
-0.23%
-15.77%
3.78%
-0.93%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
-3.13%
2.35%
-2.96%
13.42%
9.67%
2.78%
-15.66%
6.32%
-1.15%
3.72%
-0.18%
8.67%
7.39%
-1.78%
-13.05%
5.56%
-3.04%
--
-1.50%
9.57%
8.65%
-2.01%
-13.54%
5.36%
-3.12%
--
0.08%
8.22%
7.17%
-2.19%
-12.90%
5.42%
-3.08%
As of April 24, 2024.

Asset Allocation

As of February 29, 2024.
Type % Net % Long % Short
Cash -10.06% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 110.1% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The fund’s investment objective is to seek high current income, but may also consider capital appreciation.MFS normally invests at least 80% of the fund’s net assets, including borrowings for investment purposes, in U.S. and foreign government securities; MFS may invest the fund’s assets in other types of debt instruments; MFS generally invests substantially all of the fund’s assets in investment grade quality debt instruments.
General
Security Type Closed-End Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Intermediate Core Bond
Category Index Bloomberg US Agg Bond TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Multisector Bond
Fund Owner Firm Name MFS
Prospectus Benchmark Index
Bloomberg US Credit TR USD 20.00%
Bloomberg US Govt/Mortgage TR USD 80.00%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Geoffrey Schechter 18.01 yrs
Alexander Mackey 2.84 yrs
Neeraj Arora 2.84 yrs
Jake Stone 0.84 yrs

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