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New York Markets Close in:

MFS Corporate Bond Fund;A

NAS: MFBFX

GO
/zigman2/quotes/208613505/realtime

$

15.96

Change

+0.04 +0.25%

Aug 6, 2020

YTD return

9.93%

5 yr avg return

6.34%

Total net assets

2.22B

52 week low

52 week high

$13.11

$16.67

Yield

2.65%

Fees & Expenses

Front load

4.25%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.77%

12 b-1

0.25%

Turnover

36.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.03

Dividend freq.

Daily

Capital gain (2019)

n/a

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.36

Beta

0.23

Standard deviation

1.95

R. squared

0.34

Min. Investment

Standard (taxable)

1000

IRA

250

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/news/latest/company/us/mfbfx

MarketWatch News on MFBFX

  1. Finding the Sweet Spot

    4:57 a.m. June 29, 2013

    - Barron's Online

  2. MFS loses bond chief, fund manager

    3:37 p.m. Nov. 29, 2001

    - Aric Egmont

Lipper Leader

Total Return: 3 Consistent Return: 3 Preservation: 2 Tax Efficiency: 4 Expense: 3

YTD Lipper Ranking: Quintile 2 (23th percentile)

Lipper Ranking & Performance

Fund return Category Index
(Barclay US Agg)
% rank in category Quintile rank
YTD 9.93% 8.61% 7.72% 23% 2
1yr 12.30% 10.75% 10.12% 27% 2
3yr 7.20% 6.65% 5.69% 32% 2
5yr 6.34% 5.90% 4.47% 34% 2
10yr 5.59% 5.45% 3.87% 47% 3

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$32,373

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Corporate Debt Funds BBB-Rated

Fund family

MFS Funds Class A

Fund status

Open

Fund inception

May 8, 1974

Manager

Persons/Mackey/Peabody

Investment Policy

The Fund seeks total return with an emphasis on current income, also considering capital appreciation. The Fund normally invests at least 80% of the funds net assets in corporate debt instruments. The Fund may also invest the funds assets in U.S. Government securities and also in foreign securities.

Top Holdings

Company Symbol % of total net assets
Asset Backed Securities n/a 0.04
US$ Denominated Fgn. Gvt. n/a 0.92
Corporate Notes/Bonds n/a 94.85
/news/nonmarketwatch/company/us/mfbfx

Other News on MFBFX

  1. Quick Guide to MFS Corporate Bond A Fund (MFBFX)

    12:32 p.m. Sept. 2, 2016

    - Zacks.com

  2. Finding the Sweet Spot

    4:57 a.m. June 29, 2013

    - Barrons.com

Link to MarketWatch's Slice.