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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
2.92% -8.50% 283.86M 83986.50
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
8.57% 67.00% -- Upgrade

Basic Info

Investment Strategy
The fund’s investment objective is to seek high current income, but may also consider capital appreciation. The fund normally invests at least 80% of its net assets in fixed income securities. MFS may invest up to 100% of the fund’s assets in below 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 High Yield Bond
Category Index ICE BofA US High Yield 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 Gbl Agg Credit TR USD 20.00%
Bloomberg US Corporate High Yield TR USD 50.00%
Bloomberg US Govt/Mortgage TR USD 10.00%
JPMorgan Em Mkts Bd Glb USD 20.00%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Matthew Ryan 19.27 yrs
David Cole 17.43 yrs
Pilar Gomez-Bravo 11.01 yrs
Robert Spector 6.99 yrs
Michael Skatrud 6.09 yrs
Andy Li 5.17 yrs
Ward Brown 4.59 yrs
Neeraj Arora 1.01 yrs
John Mitchell 0.42 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 May 02, 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
9.30%
-7.70%
30.30%
8.83%
13.12%
-22.95%
10.12%
3.55%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
-2.54%
8.61%
-5.41%
25.37%
13.43%
5.23%
-21.24%
14.59%
-1.03%
13.06%
-12.32%
30.95%
8.78%
9.36%
-25.20%
19.25%
-0.63%
11.53%
-10.21%
31.09%
5.29%
13.51%
-15.88%
17.22%
-0.30%
7.15%
-9.95%
27.27%
12.43%
13.02%
-24.57%
15.78%
-7.90%
As of May 02, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash -9.43% Upgrade Upgrade
Stock 0.07% Upgrade Upgrade
Bond 108.7% Upgrade Upgrade
Convertible 0.48% Upgrade Upgrade
Preferred 0.12% Upgrade Upgrade
Other 0.07% Upgrade Upgrade

Basic Info

Investment Strategy
The fund’s investment objective is to seek high current income, but may also consider capital appreciation. The fund normally invests at least 80% of its net assets in fixed income securities. MFS may invest up to 100% of the fund’s assets in below 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 High Yield Bond
Category Index ICE BofA US High Yield 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 Gbl Agg Credit TR USD 20.00%
Bloomberg US Corporate High Yield TR USD 50.00%
Bloomberg US Govt/Mortgage TR USD 10.00%
JPMorgan Em Mkts Bd Glb USD 20.00%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Matthew Ryan 19.27 yrs
David Cole 17.43 yrs
Pilar Gomez-Bravo 11.01 yrs
Robert Spector 6.99 yrs
Michael Skatrud 6.09 yrs
Andy Li 5.17 yrs
Ward Brown 4.59 yrs
Neeraj Arora 1.01 yrs
John Mitchell 0.42 yrs

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