Returns Chart

Key Stats

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Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
0.36% 8.619B 2.32% 188.0%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
691.80M -0.20% Upgrade Upgrade

Basic Info

Investment 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 its net assets in debt instruments. Debt instruments include corporate bonds, U.S. government securities, foreign government securities, securitized instruments, municipal instruments and other obligations to repay money borrowed. It primarily invests the fund's assets in investment grade quality debt instruments, but may also invest in below investment grade quality debt instruments.
General
Security Type Mutual Fund
Oldest Share Symbol MRBIX
Equity Style --
Fixed Income Style Medium Quality/Moderate Sensitivity
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Intermediate Core-Plus Bond
Category Index Bloomberg US Universal TR USD
Prospectus Objective Corporate Bond - General
Fund Owner Firm Name MFS
Prospectus Benchmark Index
Bloomberg US Agg Bond TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Joshua Marston 11.84 yrs
Alexander Mackey 1.84 yrs

Net Fund Flows Versus Category

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 20
691.80M
-4.217B Category Low
16.44B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of October 31, 2021

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
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As of November 26, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2014
2015
2016
2017
2018
2019
2020
YTD
5.93%
-0.28%
3.91%
4.25%
-0.93%
10.05%
8.94%
-0.95%
5.97%
0.55%
2.65%
3.54%
0.01%
8.72%
7.51%
-1.48%
5.08%
-0.04%
2.34%
2.58%
-2.15%
9.94%
11.15%
-2.92%
5.44%
-0.20%
3.44%
4.60%
-2.04%
10.42%
8.73%
-1.10%
7.32%
0.61%
5.40%
5.32%
-2.31%
11.50%
10.00%
-0.50%
6.13%
0.48%
4.58%
4.50%
-0.48%
9.35%
9.03%
0.85%
As of November 26, 2021.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (11-26-21) 2.32%
30-Day SEC Yield (10-31-21) Upgrade
7-Day SEC Yield --
Number of Holdings Upgrade
Bond
Current Yield 2.90%
Yield to Maturity Upgrade
Effective Duration Upgrade
Average Coupon Upgrade
Average Credit Score Upgrade
Average Price Upgrade
As of October 31, 2021

Asset Allocation

As of October 31, 2021.
Type % Net % Long % Short
Cash -3.44% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 102.1% Upgrade Upgrade
Convertible 1.31% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
United States Treasury Notes 0.13%
5.88% -- --
2 Year Treasury Note Future Dec 21
5.41% -- --
Ultra US Treasury Bond Future Dec 21
5.15% -- --
Federal National Mortgage Association 2%
1.90% -- --
United States Treasury Notes 2.75%
1.69% -- --
Federal National Mortgage Association 2%
1.59% -- --
Federal National Mortgage Association 2%
1.42% -- --
United States Treasury Notes 0.88%
1.33% -- --
United States Treasury Bonds 1.63%
1.12% -- --
Federal National Mortgage Association 2.5%
1.07% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee Upgrade
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment 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 its net assets in debt instruments. Debt instruments include corporate bonds, U.S. government securities, foreign government securities, securitized instruments, municipal instruments and other obligations to repay money borrowed. It primarily invests the fund's assets in investment grade quality debt instruments, but may also invest in below investment grade quality debt instruments.
General
Security Type Mutual Fund
Oldest Share Symbol MRBIX
Equity Style --
Fixed Income Style Medium Quality/Moderate Sensitivity
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Intermediate Core-Plus Bond
Category Index Bloomberg US Universal TR USD
Prospectus Objective Corporate Bond - General
Fund Owner Firm Name MFS
Prospectus Benchmark Index
Bloomberg US Agg Bond TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Joshua Marston 11.84 yrs
Alexander Mackey 1.84 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (11-26-21) 2.32%
30-Day SEC Yield (10-31-21) Upgrade
7-Day SEC Yield --
Number of Holdings Upgrade
Bond
Current Yield 2.90%
Yield to Maturity Upgrade
Effective Duration Upgrade
Average Coupon Upgrade
Average Credit Score Upgrade
Average Price Upgrade
As of October 31, 2021

Fund Details

Key Dates
Inception Date 5/1/2006
Last Annual Report Date 4/30/2021
Last Prospectus Date 8/27/2021
Share Classes
EARBX A
EBRBX B
ECRBX C
MRBBX B
MRBCX C
MRBFX A
MRBGX Retirement
MRBHX Retirement
MRBIX Inst
MRBJX Retirement
MRRRX Retirement
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No