Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.80% -3.79% -- 47358.93
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 135.0% -- Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide a high level of current income by investing at least 65% of its assets in obligations issued by the US government, its agencies or instrumentalities. The Fund may also invest 35% of its total assets in obligations issued by foreign governments, agencies or instrumentalities.
General
Security Type Closed-End Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Mortgages
Peer Group U.S. Mortgage Funds
Global Macro Bond HC
US Macro U.S. Government & Treasury Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective U.S. Mortgage Funds
Fund Owner Firm Name MFS
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
1.33%
7.92%
7.79%
-0.23%
-15.77%
3.78%
4.18%
6.42%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.03%
-2.96%
10.59%
9.67%
3.38%
-15.66%
6.32%
8.60%
6.93%
-0.11%
8.84%
7.71%
-1.86%
-13.11%
5.65%
1.38%
7.00%
-1.31%
11.40%
7.99%
-0.87%
-12.23%
6.48%
1.81%
7.15%
--
--
--
-1.88%
-13.83%
5.78%
0.51%
7.07%
As of December 11, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.63%
Stock 0.00%
Bond 94.49%
Convertible 0.00%
Preferred 0.00%
Other 1.88%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks to provide a high level of current income by investing at least 65% of its assets in obligations issued by the US government, its agencies or instrumentalities. The Fund may also invest 35% of its total assets in obligations issued by foreign governments, agencies or instrumentalities.
General
Security Type Closed-End Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Mortgages
Peer Group U.S. Mortgage Funds
Global Macro Bond HC
US Macro U.S. Government & Treasury Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective U.S. Mortgage Funds
Fund Owner Firm Name MFS
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders